Private Banking and Wealth Management

DWQA QuestionsCategory: General QuestionsPrivate Banking and Wealth Management
DANI S asked 9 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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