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We’re excited to announce the formation of a new joint venture with Dr. Richard Orlando, Ph.D., and his firm Legacy Capitals LLC
Written by Erik Strid and published by Financial Planning, this article discusses how a philanthropic system can enable a family to be proactive [...]
We’re excited to announce that Bryan Dalesandro has joined Concentus as a Lead Advisor and Director of the firm.
Erik speaks with WSJ's Alex Coppola about the value of a thoughtful gifting plan in the article, When Gifting Isn't Spoiling'.
Written by Erik Strid and published on WealthManagement.com, this article discusses the importance of family meetings.