EPISODE · Oct 28, 2019 · 31 MIN
191 | Wrap and Managed Accounts
from Tax Talks · host Velocity Legal Pty Ltd
Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.
What this episode covers
Most of your wealthy clients will hold some wrap and managed accounts. Daniel Mikhail of Partners Wealth Group in Sydney will walk you through the ins and outs of wrap and managed accounts.
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191 | Wrap and Managed Accounts
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