Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. But what differentiates a lot of firms is the service that’s provided on top of that.”

Clients 59

Clients Banking Accounting Professional Services 59

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism?

Fee Only 40

Fee Only Professional Services Clients Management 40

Darrow Wealth Management

NOVEMBER 5, 2024

Shares must be exchanged for money, property (other than stock), or compensation for services performed for the issuing corporation. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Hold the stock for at least five years. However, this route can be challenging.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71