2015 Market Outlook – Navigating Divergent Waters

“We expect the theme of 2015 to be divergence, as markets, sectors, countries, and central banks begin[…]

Hedge Funds: Definition & Strategies

📑 Table of Contents What are hedge funds and how do they differ from traditional investments? How[…]

Case Study: Estate Planning

Client had a substantial position in a privately held company. The company was growing rapidly with the[…]

Case Study: Entrepreneur Services

Client is the CEO of a large privately held company. Client was looking for ways to gain[…]

Case Study: Asset Management

New client is the CEO of one of the largest private real estate development companies in the[…]

Case Study: Asset Management – Stock Options

Client was a C-level officer in one of the worlds largest technology companies. During approximately 15 years[…]

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