Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes.
Opportunities remain for HNWIs and other players to invest in opportunistic funds or as L.P.s with private multifamily developers.
Sanctuary Wealth's Patrick McGowan comes on the podcast to discuss how the RIA is assessing alternative investment opportunities and structures.
The WMRE Daily is now The WMRE Memo and the frequency of the newsletter is changing.
