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Author Archives: Steve Storey

Three ways to take the wheel on charitable giving

With external dynamics like tax reform and the rise of socially responsible investing shifting the philanthropy landscape, there are more ways than ever for high-net-worth (HNW) individuals to make an impact in their community. Wanting to give back is one ...

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Are you prepared for a successful descent?

According to a study put out by the Pepperdine Private Capital Market’s report, the number one reason business owners contacted a broker or investment banker to sell their business in 2018 was due to retirement. Most business owners approach planning ...

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