Permit me to start this quarterly letter with an important update: In my last letter I said that the IRS had yet to issue its new proposed regulations for Section
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Trusts & Estates Patricia M. Soldano The advisor’s role has expanded to keep pace with changing demands and requirements To many people in the financial services industry, it seems that
Trusts & Estates Patricia M. Soldano & David Ascher Proactively managing risks to privacy, prestige and profession High-net-worth (HNW) individuals are in the crosshairs of a new generation of risks
Create a foundation for a disciplined long-term strategy for a variety of market conditions As we know too well, the past few years have presented a challenge for investors. The
I begin this final letter of the year with some news — this month I will be retiring from GenSpring Family Offices. As many of you know, I sold my