Business Planning Estate Planning Startup 
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
Nerd's Eye View
APRIL 1, 2024
Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).
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Brown Advisory
MARCH 1, 2019
These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Build / Grow.
Brown Advisory
MARCH 1, 2019
These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Build / Grow.
The Big Picture
OCTOBER 19, 2022
It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?
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