The Millionaire Next Door

Millionaire Next Door

Part I of 3: The Millionaire Next Door. . . Swiss? Cheese Only

There has been a lot of press coverage recently about American citizens using Swiss accounts for tax evasion purposes.  I have spent thousands of hours researching the affluent and advising the majority of the top fifty financial institutions in America.  Yet, I have only spent about two (2) hours consulting with a group of executives employed by a bank …

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A Networking Pharmacist…and Millionaire Next Door

Jerry the Pharmacist – Focus groups with millionaire-next-door types are always interesting. Participants in one particular focus group I conducted had to have a financial net worth of at least $5 million. At the onset, I asked each respondent to introduce themselves and briefly profile their vocations.  First there was a man who produced scientific …

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