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Dec 16, 2024
Brian C. Smith, Executive Director with Eaton Vance, discusses charitable giving strategies to optimize philanthropic intent and tax benefits.
The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum.
Stephen Chen is founder and CEO of Boldin, NewRetirement Inc.
Dien Yuen is the CEO of Daylight Advisors.
Wealth managers bring a unique combination of expertise and experience that many matrimonial attorneys may not possess.
