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Know Your Advisor’s Succession Plan – By Auctoris Principal & Business Succession Strategist, William E. Roberts

October 17, 2017
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An often overlooked issue in family business succession planning is the succession plan concerning the advisors to the family.  It is a sensitive and sometimes delicate subject to broach with advisors who, oftentimes, have worked with the family for several years. That being said, it is a subject […]

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M Financial Group Introduces Westley V. Thompson as New President & CEO of M Financial Group

August 4, 2017
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Originally Posted on M Financial Group website here

 

M Financial Group has named Westley V. Thompson as its new President and CEO. Wes will oversee all strategic aspects of M, including the development of resources and services designed to enhance Member Firm success and the […]

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Planning Strategies for Non-U.S. Citizens

August 4, 2017
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Disclosure: This material is for informational purposes only and is not meant to represent tax or legal advice. Each client situation is unique and may require further analysis and planning. The strategies outlined above may not be suitable for every client; individual tax and legal advisors should […]

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