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Wealth Advisory For Smoother Business Success
August 12, 2024
This video examines how founders and executives can strike a balance between the demands of running their companies and the challenges of navigating intense due diligence and negotiations. A skilled wealth advisor can reduce administrative burdens and play a crucial role in helping the transaction close more efficiently.
Business Sale Planning - Tax And Estate Options
July 18, 2024
This in-depth discussion between Christopher Zander and Justin Miller uncovers crucial steps of wealth planning surrounding a business sale. A major topic of discussion emphasizes the importance of early tax and estate planning, asset protection, and preparing both the wealth and the family for long-term success.
A New Standard In Wealth Management
May 31, 2022
Chris Zander, Partner and CEO, introduces the firm’s uniquely personal and transparent approach to wealth and fiduciary management. Emphasizing the integration of strategic planning, investment management, and trust services, he outlines.
Built On Radical Transparency
May 31, 2022
Jeff Maurer, Partner and Chairman, shares the origin story of the firm, founded in 2008 during the depths of the Great Recession. Built on the principle of “radical transparency,” the firm was created as a client-first alternative to traditional banks and brokerage firms plagued by misaligned incentives.
Empowering Clients Through Education
January 12, 2016
Martha Pomerantz, Partner, and Portfolio Manager highlights the firm's commitment to client education through a range of tailored programs. These events cater to a diverse group of clients, from seasoned investors to individuals navigating new wealth, fostering financial understanding and community learning.