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It’s Crunch Time For Many Policyholders

Wealth Management

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Long-Term Planning for Founders & Builders: A “Phase-Gate” Process

Brown Advisory

Phase-gate planning. We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. We view investment planning for entrepreneurs similarly.

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Long-Term Planning for Founders & Builders: A “Phase-Gate” Process

Brown Advisory

Phase-gate planning. We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.

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Advice-only financial planners are stealing the show!

Sara Grillo

What if financial planning wasn’t given away like a pawn just to “close the deal?” A growing number of financial planners are operating their practices from a position that, to a higher extent than ever before, puts the client at the center and not only pushes the products aside but eliminates them from the offering.

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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. With a well-vetted business plan, she came to us for guidance on how to proceed.

Clients 52
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Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

Here, we offer a number of case studies and examples of situations where we worked with our family clients to enact a planning strategy that offered specific tangible benefits to both the parents and children. With a well-vetted business plan, she came to us for guidance on how to proceed.

Clients 52