Simon Zais and Grant Clampitt

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High Net Worth

Attracting HNW Clients With Direct Investments Attracting HNW Clients With Direct Investments

bySimon Zais and Grant Clampitt

Feb 1, 2022

4 Min Read

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Philanthropy

Planned Giving: Don’t Know What You Don’t Know?

Feb 12, 2025

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Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs

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CE Webinars

Estate Planning in a New Political Era: The 2025 Playbook
Feb 26, 2025
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2:00 pm EST
Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
Feb 25, 2025
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2:00 pm EST
WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination
Feb 20, 2025
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1:00 pm EST
Building Connections with Affluent Women Clients
Mar 4, 2025
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2:30 pm EST