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How UHNW Indian-Americans Are Solving Financial Challenges – White Paper
Wendy Connett
10 March 2011
Wealthy Indian-Americans are at a financial crossroads, according to a new white paper called How High-Net-Worth Indian-Americans Are Solving the Financial Complexities of Inter-Cultural and Inter-Generational Challenges. The research, conducted by San Mateo-based BluePointe Capital Management, addresses specific financial concerns, such as how to deal with aging parents while providing for children, business succession planning, long-term care and estate planning. The majority of clients surveyed for the report are over 50 years old, married and have a net worth between $10 million-$100 million. They are predominantly technology entrepreneurs, chief executive officers and venture capitalists. You can read the full white paper here.