Palo Alto (January 2, 2008) — Pillsbury Winthrop Shaw Pittman LLP today announced that Kim T. Schoknecht will join the firm’s Silicon Valley office as partner in the Estates, Trusts & Tax Planning (ETTP) practice
PALM BEACH, Fla. – Jan. 2, 2008 – GenSpring Family Offices (formerly Asset Management Advisors), the wealth management firm for ultra high net worth families, announced today the acquisition of Inlign Wealth Management, LLC. Based in...
Chicago - "I'm not as motivated as I used to be" said James. "I've completed my business plan -- an annual drill -- and I believe I'm putting my best efforts into the plan. We discuss the plan as a team, but something is missing. Maybe I've lost...
Registered Rep.: Why would a wirehouse rep want to leave his firm and join yours?
Joe Deitch: At Commonwealth, an experienced advisor can have the best of all worlds
For information, many trusts-and-estates professionals rely on commercial tax research services. The strengths of these services are their search capabilities, the scope and depth of their content, and the quality of their expert analysis and...
New York, NY – December 18, 2007 – Brown Brothers Harriman & Co. (BBH) today announced the appointment of Douglas A. (“Digger”) Donahue, Jr., 56, as the new Managing Partner, effective January 1, 2008
If you thought compliance and regulatory activity couldn’t get more intense, just wait until next year. Or so say compliance experts at Wolters Kluwer Financial Services in Minneapolis, a firm that provides financial organizations with...