April 3, 2024

News & Press

Courtney Scott and Elliot Rotstein to attend ACTEC’s New England Fellows Institute

We are proud to sponsor and attend Class II of the New England Fellows Institute of The American Trust and Estate Counsel on April 4^th in Newton, MA. Senior Client Advisors Courtney Scott and Elliot Rotstein will attend.

Recent Insights

Kelly Lora Ewart serving as panelist at UHNW Institute Symposium
Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City. The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]
November 14, 2024
The Election.
It matters. Just be cautious of repositioning an investment portfolio as if you know exactly how it matters. The people have spoken. At 5:34 AM The Associated Press declared Trump the winner of Wisconsin’s 10 electoral college votes, enough to push the former President past the 270-majority mark. While probably not officially meeting the definition […]
November 6, 2024
Family Wealth Alliance Young Professionals Award Recipients
We are proud to announce that Alexa Carbone and Jessica Minty have received the 2024 Family Wealth Alliance Young Professionals Award. The 2024 Young Professionals Awards honor the family wealth industry’s rising stars under 40 who have demonstrated success in their careers and made significant contributions to the industry. Judging panels make choices based on […]
October 31, 2024