Sentences with phrase «estate client management»

Unfortunately, this can often be true when it comes to real estate client management.

Not exact matches

Conlon & Co. is an established, boutique real estate investment firm providing clients with custom - tailored solutions across a suite of services from financing to portfolio and fund management to advisory and co-investment opportunities.

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

We are proud to receive these honours, which reflect our unwavering commitment to deliver a consistent, superior client experience that incorporates investment management, estates and trusts, insurance, wealth planning, business owner planning and private banking.»

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

In September 2014, RBC Wealth Management was named «Trust Company of the Year» in the Society of Trust and Estate Practitioners (STEP) Private Client Awards 2014/15.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

Prior to joining Invesco, Yorick was a senior vice president of the Commercial Real Estate group at Wells Fargo based in New York, where he was responsible for managing a team of relationship managers focused on institutional clients, overseeing originations, portfolio management and day - to - day operations of the office.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

Among his clients: Glenwood Management, the luxury real estate development firm that has played a role in the corruption scandals of both Skelos and former Assembly Speaker Sheldon Silver.

Among the highest paying clients - the gambling conglomerate Genting, which wants to expand the Aqueduct race track, and Rudin Management, a major real estate firm.

According to the indictment, Silver attempted to hide his fraudulent scheme by lying publicly about the nature of his work, claiming that none of his clients had business before the state when he was in fact successfully being lobbied on state real estate laws by Glenwood Management.

MANHATTAN FEDERAL COURT — A veteran Albany lobbyist, and longtime friend of Assemblyman Sheldon Silver, testified Friday that he was «surprised and concerned» about the former speaker's financial connection to his client, real estate firm Glenwood Management.

U.S. Attorney Preet Bharara said Silver did no work for the referral fees and used his power as speaker to direct tax breaks to two developers he referred as clients to Goldberg & Iryami, including luxury real estate firm Glenwood Management, the state's largest political donor.

Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Magazine.

And, it is offered only to clients of JP Morgan's Global Wealth Management who have investible (non-real estate) assets of $ 10 million or more.

Responsible for overseeing Investment Management, Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and investment management, real estate and capitaManagement, Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and investment management, real estate and capitamanagement, real estate and capital markets.

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

He advises clients on all aspects of their financial lives including portfolio management, estate planning, Medicare, Social Security and individual healthcare planning.

We offer a real estate investment trust (REIT) management program for clients who choose it.

For the real estate professional, Client Relationship Management (or CRM) is how you manage your interactions with three key client types - prospects, current clients and past clClient Relationship Management (or CRM) is how you manage your interactions with three key client types - prospects, current clients and past clclient types - prospects, current clients and past clients.

This Partner Report from Timbercreek Asset Management examines the advantages of integrating exposure to global real estate into client portfolios.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estateManagement provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estatemanagement, financial planning, and trust and estate planning.

His clients include distributors of computer components and other high technology products, real estate brokerages, property management companies, advertising companies and manufacturers, among others.

Victoria has a broad commercial property background including landlord and tenant matters, disposals and acquisitions, lease extensions, property management and assisting clients on general commercial real estate law.

We have extensive experience assisting clients with federal, state, Indian, private - surface and minerals - leasing and purchase transactions and locating mining claims on Bureau of Land Management, Forest Service and split estate lands.

Davis Malm's financial restructuring attorneys handle complex and sophisticated matters related to insolvency or financial default for a variety of clients, including domestic and foreign business corporations, both publicly traded and privately held; financial institutions; investment and mutual funds; venture capital firms; real estate and other partnerships; condominium management firms; and not - for - profit corporations.

Lawyers on the Latin America team assist clients across many industries on international tax matters, real estate, capital markets, labour and employment, immigration, litigation and international arbitration, intellectual property, the Foreign Corrupt Practices Act, environmental concerns, energy regulations, investment management and antitrust issues.

Our lawyers in key countries throughout Asia Pacific, including China, Australia, Singapore, Hong Kong, Korea and Tokyo, are able to address clients» litigation and dispute resolution needs related to real estate transactions, investments, project management, land use and regulatory challenges.

As counsel in the Firm's Wealth Management Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international clients.

Doug acts for a wide range of clients, including large, medium, and small businesses, public and private corporations, professional corporations, non profit organizations, real estate developers, property management corporations, and condominium corporations.

A real estate lawyer with interests in investment, development and asset management, Catriona acts for a range of domestic and international clients including private equity investors and large developers, and has an appetite for complex transactions.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

He draws from an unusualy broad background in wealth management, estate planning, tax analysis and family law to help clients efficiently navigate the divorce process and achieve their goals afterward.

Key clients: BTB Real Estate Investment Trust; Blue Bridge Wealth Management Inc.; Intact Insurance; Weston / Loblaw / Provigo; TD Bank; AGF Group

The platform is built so that estate planning attorneys can provide a new service that adds value, guidance and billing opportunities with their clients, while giving family members an easier way to deal with the burdens that come with complicated estate management.

Main areas of work Dechert delivers legal expertise and commercial insight in our core practices: antitrust; banking and financial institutions; bankruptcy, business restructuring and reorganization; corporate; employee benefits and executive compensation; energy and natural resources; finance; financial services and investment management; intellectual property; international arbitration; international tax and private client services; international trade and government regulation; life sciences; litigation; pro bono; and real estate.

Among our clients are oil and gas companies, real estate developers, builders, property management companies, homeowners associations, nonprofits, Internet companies and other technology providers, import / export businesses, healthcare providers, trucking companies, general contractors and subcontractors, franchisors and franchisees.

Ms. Nambooze also advises local and international clients on real estate acquisition and management and has considerable experience in debt restructuring.

I have a large amount of experience in acting in estate administration and advising on both creation of Lasting Powers of Attorney and management of financial affairs for elderly clients.

In a good example of a specific client deal using AI - backed data extraction, Freshfields Bruckhaus Deringer in Munich has leveraged the deep learning technology of German - founded extraction and document management vendor LEVERTON for an accelerated real estate transaction for leading German investment company Conren Land AG.

We work for property and construction clients and corporate users of real estate in matters ranging from contract drafting and negotiation, public procurement, real estate acquisitions and disposals, facilities management and commercial leasehold, to dispute resolution, expert proceedings and, if necessary, litigation and arbitration.

Jason represents individual and corporate clients on real estate purchase and sale transactions, commercial leasing, property management and landlord / tenant issues, construction contract disputes, misrepresentation and boundary litigation.

Private client lawyers advise wealthy families, individuals, trustees and fiduciaries on all aspects of estate planning, including asset management, tax planning, wills and trusts, charitable contributions and various types of estate litigation.

The Importance of Planning Ahead TexasBarCLE — Advanced Real Estate Seminar Law Practice Management Program, State Bar of Texas Topic Facilitator: Creating a Marketing Strategy to Assure Maximum Client Service San Antonio, TX June 30, 2006, 7:00 am -8:15 am

Michael Nordin counsels clients on business transactions, including the organization, financing, acquisition, and operation of businesses; the acquisition, development, leasing, management, and financing of real estate; and the negotiation of business contracts.