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…
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.
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.
José speaks from the perspective of a high-profile client and how he has found success both on and off the field.
Some estimates indicate as many as 50–80% of retired professional athletes go bankrupt within five years of retiring. The statistics vary somewhat, and they depend…
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…