When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.Read Post
In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.Read Post
Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.Read Post
An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.Read Post
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