From Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA Industry
Everyone’s journey to financial services is unique, and Heather Flanagan’s is no different. Currently the Head of Family Office Services ...
A Guide to Qualified Personal Residence Trusts (QPRTs)
What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either ...
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...
