Sentences with phrase «estate clients of»

For Buyers and Sellers Residential real estate clients of CENTURY 21 Everest Realty Group work with the finest professionals in the real estate marketplace.

Incidentally, I am currently engaged at arm's - length (as an advisor to a party who I talked out of spending unending amounts of money on his lawyer, all the while getting nowhere with his lawsuit) helping said party, a former real estate client of mine, who I initially convinced to take to court a seller of a property that I acted for said client as his buyer agent re a fraudulently filled out Seller Property Information Statement (SPIS).

Not exact matches

Leveraging Conlon's unrivaled network of curated, long - term relationships and experiences enables the company to provide clients with return driven results for all of their real estate needs.

Moreover, the statements these workers make, particularly CEOs of public real estate firms like Hurley, are subject to legal recourse if investors or clients feel misled or kept in the dark.

Kathy Doyle of Thompson Doyle Hennessey & Everest, a Boston real estate broker, says it's a red flag whenever she hears that a client must go out today to look at office space.

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.

Prior to launching YGC, Dorsainvil advised clients across generations in the areas of retirement planning, estate planning, education planning and strategic tax planning.

Deutsche Bank, which has loaned the Trump organization millions of dollars for real estate ventures, told Fortune it would not comment on any of its clients or on the legal proceedings.

Under TREB's current rules, real estate agents and brokers can access this information through the Multiple Listing Service and turn it over by hand, e-mail or fax to their clients (the clients can't get it themselves because it's not available on Realtor.ca, the public version of MLS).

But the number of real estate agents in Canada could shrink, he says, as more competition prompts agents to find more ways to be useful for their clients.

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.

MacBeth turned his attention to real estate after a growing number of his clients, mostly high - net - worth baby boomers, began buying second homes and investment properties.

When clients see we use every piece of real estate, and it's full of ideas and idea - generation, they know what they're paying for,» he says, adding, «and, they get to see the value of our firm in the front door, which is our people.»

This spring, it acquired two Ontario - based commercial lenders: Maxium Group of Companies, which has issued loans to 35,000 clients in health care, transportation and real estate; and the Canadian division of GE Capital, which provides financing to the hospitality and restaurant industries.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

Murtha recalls one client of a colleague who inherited a substantial sum from his father's estate.

«They may not share information [about their estate], because they think it might negatively impact their child's work ethic or because of confidentiality — if they think their children might talk about it with their friends or other family members,» said Connie Torabian, senior vice president and market trust director for U.S. Trust, who works exclusively with high - net - worth clients.

«It's a great location, it's got phenomenal views, it's right across from one of the best shopping malls in Vegas,» says Dino Satallante, real estate broker at Queensridge in Las Vegas, who is selling a unit in the building for one of his clients.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

With over 24 years of experience in commercial real estate, Mark is known for his ability to find unique solutions for his clients through customized strategy development and implementation.

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.

Thomas Junkin has over 30 years of executive experience helping clients with trusts and estates.

Major financial institutions, insurance companies, municipal governments, and real estate developers along with corporate organizations and individuals are among the wide range of clients we are proud to serve.

He was responsible for analyzing private equity, venture capital, and real estate funds in support of the firm's clients and consultants.

LDJ Capital (http://ldjcapital.com/) is a multi-family office that invests and manages investments for partners and clients in the areas of hospitality, real estate, energy, pharma, tech, telecom, mobile, entertainment, media, publishing, advertising, compliance services, aerospace, shipping & transportation, and more recently digital assets, such as cryptocurrency and blockchain firms through ICOs.

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.

Ben utilizes his experience to help him serve as an advisor to small business owners and has had great success in assisting clients with expansions, acquisitions, and financing of owner occupied real estate.

Specializing in the areas of securities, commercial finance, real estate and general corporate law, his clients range from individuals and small privately held businesses to multi-million dollar entities.

DeLeon presented a good case study of how her agency created content, earned awesome links, and increased the traffic of an enterprise real estate client — ultimately sharing tips on how to replicate their success.

DeLeon's enterprise real estate client had a website that was plagued with a variety of SEO issues, including a history of impact by Google updates and manual link penalties.

For retail clients the firm has access to a full range of stocks, stock and index options, bonds, mutual funds, Real Estate Investment Trusts (REIT), Exchange Traded Funds (ETF), fixed and variable annuities.

The Competition Tribunal appeal hearing between The Commissioner of Competition and The Toronto Real Estate Board (TREB) began Monday in the Federal Court of Appeal with TREB once again arguing that clients» privacy rights will be breached if certain data is exposed on the Internet on virtual office websites (VOWs).

As a real estate agent you have the responsibility to educate your clients regarding the importance of home inspection.

While it's always the role of the real estate agent to help clients navigate the market's nuances, solid guidance is needed more than ever this home buying season.

In a news release, the company says, «John's comprehensive knowledge of the commercial real estate industry and firsthand experience in all aspects of the market including land development, retail, industrial and institutional sales and leasing, affords him solid, mutually beneficial relationships with clients, associates and colleagues.

Being selected means you've made a measurable impact on peers and clients, which truly elevates the idea of what it means to be a real estate professional.»

Vanessa Fukunaga, President and Chief Executive Officer of Snell Real Estate, says, «That is why we are members of LuxuryRealEstate.com, the largest network of luxury agents in 63 countries, which gives our clients expansive worldwide coverage.

To help advisors and their clients make the most of these assets, we identified seven frequent and costly mistakes that they can make when performing estate planning for retirement assets and how to avoid them, including:

I'd dropped out of college and was running a marketing business of my own working with clients in commercial real estate, apparel, firearms, and craft beer.

Bank lobbyists back the campaigns of politicians committed to deregulating banking and its major clients (real estate, natural resources and monopolies).

A leading provider of comprehensive real estate and insurance brokerage services to clients nationwide.

Our client list includes more than two - thirds of the Fortune ® 500 as well as thousands of real estate, utilities, healthcare, government, higher education and not - for - profit entities.

Of course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new clienOf course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new clienof conversation with a new client.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

Kent Clothier, Sr. brings more than three decades of real estate and entrepreneurial experience to the clients of Memphis Invest.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

These investments support the growing and complex needs of our clients, strengthen the effectiveness of our Financial Services and Real Estate businesses, and sets us apart from our competition.