Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. Over the last four decades, those same principles have been the driving force of the firm’s growth.

Wealth Management 68

Wealth Management CFP Professional Services Clients 68

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 65

Taxes Wealth Management Tax Planning Assets 65

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. Otherwise, what’s all that hard work — and AUM — really for?

Clients 59

Clients Banking Accounting Professional Services 59