The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.
The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.
Don’t let the business unravel if the founder is silenced by illness or death.
A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.
Both taxpayers and professionals are potential targets.