Ken Eyler, CEO of Aquilance, and leading family office advisor, will chair a panel discussion with Evan Roberts of Chesapeake Brokerage and Max Reamer of The Quantum Group, as they discuss how life insurance can be a useful instrument for business owners, professionals, and high net worth families as part of long-term strategic planning.
At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
Ken Eyler, CEO of Aquilance, will chair a panel discussion with Jason James of Regents & Park, and Joe Andrews of RosettiStar, both top thought leaders in the security, investigation, and protection space, who will recommend best practices to safeguard wealthy families from security risks.
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
At present, you may be able to exclude a portion or possibly the entire capital gain realized on the sale of your home if certain ownership requirements are met. The requirement is that during the five-year period ending on the date of the sale, you must have owned and used the home as your principal residence for a period aggregating two or more years.
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.
You are probably aware of the risks of someone stealing your Social Security number, etc. and stealing your identity to commit fraud. But what about…
Nearly every family has one person who manages most of the financial chores and activities. In our experience that person is often considered the family…
What happens when the way we buy, sell and pay for things changes, perhaps even removing the need for banks or currency exchange bureaus? That's the…
Different options are available, but all parties must be in sync… Patrick Gillotti | via WealthManagement.com Estate planning tools and property & casualty (P&C) coverages…