This Summary describes potential tax law changes that seem most likely to affect our clients and certain strategies that should be considered sooner rather than later.
Gresham is very proud that two of our Client Advisors, Les Carter and Justin Gullman, have been honored as recipients of the Family Wealth Alliance’s 2020 Young Professionals in Family Wealth Award. This recognition honors family wealth professionals under age 40 who have demonstrated success in their careers and made significant contributions to this very specialized segment of the wealth management industry.
Tom Livergood, Founder and CEO of the Family Wealth Alliance said “Our nominees were outstanding this year. These winners are the rising stars of family wealth management and give me great optimism about the future of our industry.”
David Salsburg, Head of Client Service at Gresham commented that “Les and Justin epitomize our Client Advisors’ combination of talent, training, experience and commitment to client service and their clients. We are very pleased they received this well-deserved recognition.”
A panel of six independent judges reviewed the nominations and selected the 25 winners. Gresham was one of only four firms to have two winners selected.
Kim Kamin, Gresham’s Chief Wealth Strategist, described wealth transfer strategies that are particularly timely now and two of Gresham’s Client Advisors, Lee Morava and Les Carter, explained how some Gresham clients have implemented them in a presentation for clients and friends of the firm on September 17th.
Kim Kamin, Gresham’s Chief Wealth Strategist, will be a panelist on this June 9th webinar. Register by June 8th.
This Summary describes provisions of the Act that seem most applicable to our clients as individuals and business owners…
This Alert highlights four advanced wealth transfer planning techniques that benefit from depressed asset values and low interest rates, and…
One version of the American Dream is to create a successful family business that leads to a multigenerational family legacy supported by that business or its economic value. It has been our experience that trusts can help achieve that dream or, with inadequate design or improper administration, they can hinder or even prevent its achievement.
Gresham addresses: What legal standard of responsibility and conduct should apply to firms and individuals who provide advisory services to investors?