Private Banking and Wealth Management

DWQA QuestionsCategory: General QuestionsPrivate Banking and Wealth Management
DANI S asked 10 years ago
Hello fellow Sovereigns, After self teaching myself regarding asset protection, estate planning and effective tax planning through utilization of offshore entities in combination with the knowledge of a secured party creditor/private banker, i am very interested in pursuing the path of a wealth manager/private banker. I still have a lot to learn. I would like some input and advice as to how i can attain the specific credentials while yet maintaining my secured party status, how can i/would i be able utilize both SPC knowledge and my Wealth Management credentials to be a better wealth manager/estate planner.  Any thoughts, suggestions, guidance would be highly valued and respected.

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