Doug Tees is a Managing Partner, COO and Director of Financial Planning at Jason Howell Company. As of last Friday he's a CERTIFIED FINANCIAL PLANNER™
Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and
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FAIRFAX, VA circa 1997 - 20 years ago, I was just graduating from George Mason University with a degree in accounting, ready to one day to take the CPA exam. I