My wealth management partner and I are getting pressure from ultra-wealthy clients to help them move assets offshore after the recent tax policy changes, but we disagree about the ethical implications and what constitutes legitimate tax planning versus avoidance.
More people experience this than they realize.
Professional partnerships fracture when client demands force choices between profit and principle in gray ethical areas.
“Where Are You with Wealth identity and the ultra-rich?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.