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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

Take these actions TODAY: Write articles and be ready to discuss, at length, topics like these: Estate planning for complex family situations (divorce/remarriage/blended family) Family communication in a family business 1031 Exchanges Family Foundations Creating a Board of Directors for your business Direct lending for your business Managing cross (..)

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. We are very familiar with the Schwab platform, as about half of our assets are already there. We expect very limited disruption for our clients.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. We are very familiar with the Schwab platform, as about half of our assets are already there. We expect very limited disruption for our clients.

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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Inflation could also lead to higher interest rates, which would impact the performance of many asset classes. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Inflation could also lead to higher interest rates, which would impact the performance of many asset classes. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52