Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.
Are you like most business owners and want to exit within 10 years but don’t have a transition plan? Let me know how I can help with business transitions and more.
For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.
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Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.
Are you like most business owners and want to exit within 10 years but don’t have a transition plan? Let me know how I can help with business transitions and more.
For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.