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Hi, I received offer letter from jpmc and accepted it. Today, HR told me that my offer was not processed since i had attended an interview and got offer from Mphasis for a JPMC client one year ago( which i declined later) . Could you please let me know, will it affect my current offer from JPMorgan Chase
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I think you’re about 10% of the net worth that would make sense for.
Haven't looked into it specifically but hard to imagine that the cost is worth it at that level. I'd consider it more if I thought my wealth would grow substantially in the next several years and I wanted to get my ducks in order
If you’re retired and can spend the time on it yourself, I think that vastly limits the operating cost (no employees). Am mostly curious about the tax and asset protection advantages.
I thing MD3 is right. Maybe a multi-family office? Just curious what folks with 20-30m NW are doing?
Multi family is probably better am also interested in hearing from anyone with experience there
I’m not sure I understand what that means. Can you say a bit more?
What do you want out of this? Just tax planning? tax planner can help there? Wealth manager can help with investments
Im in that bucket and just use a wealth manager for access to alternatives but diy my own portfolio. Tax planning and trust planning is on mind but not doing that just yet- my wealth manager can help there too. No point in paying 100k fees each year
For those that indicated DIY, how comfortable are you with portfolio management after you? Not to be morbid but asking a practical question. Would your spouse and/or dependents be equally comfortable with the DIY approach?
Trying to educate spouse. She has about 1/4 of the investible assets to manage. She tends to be very conservative though.