Business Planning Estate Planning Numbers Startup 
Nerd's Eye View
APRIL 1, 2024
Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
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Brown Advisory
MARCH 1, 2019
These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Phase-gate planning.
Brown Advisory
MARCH 1, 2019
These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Phase-gate planning.
The Big Picture
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. I was employee number one in London. RAMPULLA: Yeah.
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