amp;#8220;Their focus, as is ours, is in providing client families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services.
What does WTP stand for?
WTP stands for Wealth Transfer Planning (software)
This definition appears very rarely and is found in the following Acronym Finder categories:
- Information technology (IT) and computers
- Business, finance, etc.
See other definitions of WTP
We have 100 other meanings of WTP in our Acronym Attic
- Werkgroep Toegankelijkheid Oud-Zuid (Dutch wheelchair accessibility working group)
- Wainuiomata Trail Project (New Zealand)
- Wait Time Priority
- Warning Track Power (baseball)
- Washington Transportation Plan
- Waste Treatment Plant
- Water Treatment Plant
- WayTooPersonals (website)
- We the People
Samples in periodicals archive:
I charge a consulting fee for my non-investment wealth transfer planning that represents, on average, one half of my total compensation.
Learn how to take advantage of the historically unrivaled opportunities in wealth transfer planning.
``Successful Aging: Three Techniques'' will teach three ways to plan a ``lifescape'' for both individuals and families, including legal planning, long-term planning and wealth transfer planning.
30) See Hams, "Even the Blackest Cloud Has a Silver Lining: Wealth Transfer Planning for the Terminally Ill Client," 32A U.
The Technology Group (Baltimore, MD) has reacquired Wealth Transfer Planning from the RIA Group (New York), and will expand content and customer support services.
Pathstone Family Office, an SEC-registered investment advisory firm, provides families with investment advice, income tax planning and compliance, wealth transfer planning and a full suite of family office and financial administration services.
5 million in wealth transfer planning fees from my practice.