Our Typical Client
- Married or Widowed
- 55 to 90 years old
- Retired or Semi-Retired
- Has a Winter Home in the United States
- Former Business Owner or Senior Executive
- Net Worth of 5 to 100 million dollars
- Has Cross-Border Issues or Concerns
- Loves their family dearly
- Is concerned about what may happen if nothing is changed
- Is prepared to take action to make things right
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Power Point Demo