Wealth Management Service

From Open Risk Manual


Wealth Management Service. A high-level financial service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee

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This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.

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