Householding unlocks valuable tax and risk perks
Is householding the "holy grail" of wealth management?
“Householding is all about getting clients a better deal,” an executive at a large, multi-family office told me, “…and helping us scale.”
“According to Cerulli, 22% of wealth managers said consolidating to a unified managed household (UMH) is a significant priority, with half reporting i…