Most people think of Facebook founder Mark Zuckerberg when they think of the Silicon Valley mega-rich. Though not nearly as wealthy, there are plenty of other high-net-worth (or soon-to-be-HNW) technology entrepreneurs and innovators that need help from advisors.
After catering to technology executives for over 20 years, it has become clear to us that the wealth management needs of this group are different from other HNW clients and they require a different, and at times counterintuitive, approach from their advisors.
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