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The Latests

Who’s on your Team? An Introduction to the Concept of a Virtual Family Office

In this first of a three-part series, Rich Schuette explains how you can create the best team possible to...
By Rich A. Schuette, CFP | Avalan

The Industrial Revolution in the 21st Century

Artificial intelligence, machine learning, and big data convergence creates disruption and opportunity.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Making the big exit from the work world easy and controllable through philanthropy.
By Rich A. Schuette, CFP | Avalan

Small Businesses May Not Realize They’re Facing This Challenge

But there is finally a tool to help solve the problem.
By Claudia Bodan | Commercial Bank of California

Why You Need Financial Wellness

Achieving financial wellness gives you the power to change your life and enables you to weather any financial...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Demystifying Opportunity Zones

Exploring private investments that stimulate economic growth and improve low-income areas.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Understanding Social Security

The past, present, and future of this vital safety-net program.
By Alan Hopkins | Manchester Financial

Pre-Transaction Planning

Four questions to ask before the sale or IPO of your business.
By Ryan Bristol | J.P.Morgan Private Bank

Not Just An Exit, A Transformative Partnership

The Investment banker as your partner throughout the life cycle of your business.
By Jonathan Zucker | Intrepid Investment Bankers

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