Sentences with phrase «of trusted advisor for»

Not exact matches

He said repeatedly that the Board will be responsible for making decisions about governance, leadership and succession, and he hand - selected a group of trusted advisors and independent directors to fulfill this role.»

Although the majority of unsolicited requests for venture capital are 30 - to 100 - page tomes, many of the deals that are financed shortcut the process with a killer executive summary and an introduction by a trusted advisor.

During his tenure as CIA director, Pompeo became a trusted advisor of President Donald Trump and has played a key role in preparations for Trump's planned summit with North Korean leader Kim Jong Un.

«Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region.»

Robert A. G. Monks, founder of Lens Governance Advisors, ISS, and RAM Trust, says the environment for asking questions and raising issues at the meetings, however, is inhospitable.

Once you have examined and recorded what you believe motivates you, seek out a trusted advisor, someone who knows you well, who has seen you in action in a variety of situations, who can be counted on for candor and is willing to ask probing questions.

As managing partner of Silicon - Valley based Invisor Consulting, he's been a trusted strategic advisor to executives and business leaders for more than a decade.

While the robo - advisor retains full responsibility for managing the investments and matching the client to the appropriate portfolio, the financial planner might fill the role of trusted human advisor who can prepare an in - depth financial plan but also counsel clients about all aspects of their finances.

However, there may be potential benefits to incorporation and you should consult with an attorney or other trusted legal advisor to determine if changing the nature of your business entity makes sense for your business objectives.

With CMIT, the value proposition of being a trusted advisor in the community is something I had always pushed, and I have an affinity for IT... so I thought overall that it made a lot of sense.

If you're having trouble identifying some of these elements, or worry you may be too biased, pull in your team (which you really should be doing anyway) or a trusted advisor for support.

To provide opportunities for development of Aboriginal Trust Officers and managers and for the sharing of knowledge among Aboriginal communities and their advisors.

If you are looking for a HELOC, sit down with a financial advisor or a trusted bank representative and discuss all aspects of the transaction in as much detail as possible.

We must act now, to lay the foundation for a true profession of fiduciary investment and financial advisors, dedicated to the service of our fellow Americans, and granted by consumers the very attributes of trust and expert - level compensation which skilled professionals so justly deserve.

Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses, accounting for more than $ 1.8 trillion * in assets under administration.

As head of Herbert Smith Freehills» private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters.

Another panel of trusted advisors who are responsible for judging the banking categories.

Canadian Western Trust is a trusted name for a growing base of clients in the business of retirement, trustee and custodial solutions for financial advisors, corporations and individuals.

As the avenues for funding grows more complex, it becomes increasingly important to seek the advice of a trusted advisor who can help you weigh your options.

With approximately $ 11.4 billion in AUM as of June 30th, 2016, Tocqueville Asset Management and its principals have been managing assets for more than 30 years, and has served as the advisor to the Tocqueville Trust since its inception.

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

The International Criminal Court is seeking an arrest warrant for Col. Muammar Gadhafi and two of his most trusted advisors for crimes against humanity.

Can anyone imagine one of the twenty or so past presidents of the Catholic Theological Society of America serving as trusted advisors for bishops today?

Thanks to initial funding from Trust for London, we ran a project with City Gateway (a women's and youth charity in the London borough of Tower Hamlets) and other local partners, including schools, careers advisors and early years providers, aimed at recruiting young men to new, male - friendly childcare courses.

We encourage you to discuss the possibilities of these gift planning tools with a trusted financial advisor, to discover how you may leave a legacy at the School Nutrition Foundation and also provide income for you and your loved ones.

Fink, who Mayor de Blasio counts as one of his most trusted advisors, was chief of staff to State Senator Toby Ann Stavisky; he served as director in Anthony Weiner's district office, handled the campaign of Councilwoman Elizabeth Crowley for Congress and most recently was deputy chief of staff in the public Advocate's office and a senior adviser to Mr. de Blasio's mayoral campaign.

Clovis «was one of the first people through the door at USDA in January and has become a trusted advisor and steady hand as we continue to work for the people of agriculture,» Agriculture Secretary Sonny Perdue said in a statement.

With more than 20 years of experience, Runger most recently worked as Senior Vice President and Private Client Advisor for U.S. Trust where she led a cross-functional team of advisors that provided wealth management to high net worth clients and large nonprofit organizations.

Dave Asprey: One of the other anti-aging guys that I've known for many, many years, who's an advisor to the non-profit Silicone Valley Health Institute Group that I run, Dr Miller, he insists on each lab... He holds the labs accountable for quality standards, and ran into exactly the same problem that you've run into, where he doesn't trust lab data, because it's so highly variable.

You will become a gate keeper of knowledge and a trusted advisor and resource for your clients, knowing where and when to refer them to maximize recovery, while still working to improve things on your end.

This information has been reviewed by our panel of experts and other trusted advisors, however, it is not a substitute for professional medical, legal, or spiritual advice.

Jon Rayment, children's food advisor for the School Food Trust, takes a look at meal prices and how you can encourage and increase take up of nutritious lunches

CER is a trusted advisor to policymakers across the states, and has worked hard with legislators to write laws that allow the growth of choice for the nation's students and their families.

Peter was my service advisor and he was really helpful and knowledge, he took care of me and I trust that he would do the right thing for me, I needed a loaner car and I got one no problem, can't say enough about the service I received job well done also heather was really professional and very nice she took the time to make sure I was taken care of

A qualified advisor will be able to determine if such a strategy is appropriate for you and will also be able to provide you with projections that can help determine how much of your estate would be prudent to transfer to a Charitable Remainder Trust (or how to gradually space out transfers to said trust for maximum tax reductTrust (or how to gradually space out transfers to said trust for maximum tax reducttrust for maximum tax reduction).

Your financial advisor can't set up a trust for you, but he or she can talk to you about the advantages of such an arrangement.

The Mutual Fund Centre and online investment marketplace needs a communication tools that is made for news and information and meant for important financial disclosure in the hands of trusted advisors and loyal investors.

Our trusted financial advisors provide services that help you plan for the future and ensure your finances are ready for each stage of life.

Aiming for this level of savings is a good starting point, said Karen Kruzel, a fiduciary investment advisor at Unified Trust Company in Lexington, Ky..

For complex needs, dedicated Private Advisors offer a full range of exclusive and customized solutions, including investment planning and management, trust management, private banking, credit planning and cash management, wealth protection and business planning.

With the help of a trusted advisor, make your decision and become even more confident about your future with some guaranteed income for life.

You will be left with a complete copy of ALL the documents for you and your trusted advisors or family member (s) to review.

When Merrill's advisors are providing holistic advice - and this seems to mean cross selling bank and to some extent trust services - they «see an increase of assets by 15 % and a significant decrease in client attrition,» a spokeswoman for Merrill tells FA - IQ.

Get word of mouth recommendations for financial advisors from friends, family members, and co-workers you trust.

This is a large sum of money but if you are working with an advisor you trust and you stay in the mutual fund for a long period of time (7 - 10 years), it can be an okay way to go.

[19:05] A lot of loan officers are transaction oriented as opposed to aiming for the trusted advisor status.

«Buyers receive a more comprehensive understanding of the home's condition plus extended protection for major system or appliance failures - both from a single trusted advisor and with significant savings.

Much like you seek counsel from your accountant, lawyer and realtor you should include a mortgage advisor as a trusted member of your team for your real estate portfolio.

For over 37 years, Simmons has been a trusted business advisor and broker to thousands of veterinarians buying and selling practices.

Previously, she served as the Deputy Director of Philanthropic Services at The Pew Charitable Trusts in Washington, D.C., where she provided leadership for the team of advisors for strategic high - impact philanthropy globally.