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Reply to "Where do you bank if you have a high net worth?"
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[quote=Anonymous][quote=Anonymous]My husband’s parents use Goldman Sachs’ private bank (Ayco) with minimum $10m and they manage our money too. My husband has a trust set up by his parents and an investment fund with money we make (HHI ~850K and we are late 30s, so not HNW like many posters) and they manage both. Buy in for hedge funds and I think PE is 500K liquid so very different threshold than minimum elsewhere. My mom banks at Boston Private and likes it but I don’t know anything else about their experience. [/quote] The Goldman people also connected us with a tax advisor to help with taxes when we started needing to pay quarterly. We had been using TurboTax and then H&R Block and then in our mid-30s when we started owing a lot more because we were making a lot more we had no idea that paying quarterly was even a thing. [/quote]
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