Advisor to Client

Who will buy my company? Fallback Image Decorative pattern

Estate Planning

Who will buy my company?

There are three kinds of buyers who will be interested in your company.

By Mark Groulx |January 28, 2014

3 min read

Conversation starter – Transferring frozen assets Fallback Image Decorative pattern

Tax

Conversation starter – Transferring frozen assets

Ask business-owning clients who they plan on leaving their preferred, “freeze,” shares too.

January 27, 2014

1 min read

Conversation starter – Avoid these 5 estate administration mistakes Fallback Image Decorative pattern

Risk Management

Conversation starter – Avoid these 5 estate administration mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?’

January 24, 2014

1 min read

How to recover from bad financial advice Fallback Image Decorative pattern

Financial Planning

How to recover from bad financial advice

What happened when a client lost half her portfolio

By Dean DiSpalatro |January 24, 2014

3 min read