International College of Financial Planning

OCTOBER 26, 2023

When the client engages with the estate planning attorney, the financial planner already collates and structures pivotal financial documents, encompassing existing estate documents, tax returns, and financial account summaries. Maintaining open communication channels between these two pillars of the financial foundation is imperative.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Brown Advisory

OCTOBER 11, 2021

This confidential communication has been prepared solely as a preliminary document to provide information regarding Brown Advisory’s private equity and alternative platform and may not be used or reproduced for any other purpose. Alternative investments may only be available for accredited investors and qualified purchasers.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Risk-for-risk” analysis to funding capital. This confidential communication has been prepared solely as a preliminary document to provide information regarding Brown Advisory’s private equity and alternative platform and may not be used or reproduced for any other purpose. Aligned fee arrangements.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52