Nearly 80, a widowed client sought a clearer picture of her investments and future estate. She had been an active investor for many years, but wanted to ensure that she was optimizing her investments and estate plans as well as minimizing future taxes. Please see disclosures at the end of this brief.
Ballentine Partners, LLC | 781-314-1300 | [email protected]
© Copyright 2022 Ballentine Partners, LLC. All rights reserved.
FOR DETAILS OF HOW ANY SURVEYS REFERENCED ABOVE WERE CONSTRUCTED, PLEASE REFER TO OUR DETAILED DISCLOSURES IN EACH LISTING. THE SURVEYS DO NOT IMPLY ANYTHING ABOUT A PARTICULAR CLIENT'S EXPERIENCE OR INVESTMENT RESULTS WITH BALLENTINE PARTNERS.