Page 8 - Private Client Services News Today

Brian L. Lucareli is an Attorney at Foley & Lardner LLP. Brian is responsible for the strategic development and deployment of Private Client Services, the firm’s multibillion-dollar family office solution providing trust administration and wealth management services to the firm’s partner trustees and clients.

/PRNewswire/ -- RFG Advisory, an innovative and fast-growing platform for independent Advisors, is proud to announce that theyve been named to the first-ever...

JTC, the global professional services business, has completed its acquisition of New York Private Trust Company ("NYPTC"), a Delaware-chartered non-deposit trust company. NYPTC offers a range of fiduciary

The Global Chairman and CEO of Andersen and MD in the firm’s Private Client Services practice talks about a raft of issues, including the future of tax and consultin...

Board now comprised of three women leaders spanning a variety of service linesNEW YORK, Oct. 13, 2022 /PRNewswire/ -- Mazars, a leading audit, tax...

The end of December is barreling down for calendar-year business filers, but owners can still try to trim their tax bill. Here are some tips.

Budget 2023 struck a good balance despite the international picture according to Alison McHugh, EY Ireland’s Tax Partner and Head of Private Client Services…

CALABASAS, CA (PRWEB) September 28, 2022 -- Swan Bitcoin announced today the acquisition of Specter Solutions, a leader in self-custody solutions for

Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.

Cross Insurance Names Jonathan Cross President and CEO Cross Insurance, one of the largest independent insurance providers in the Northeast, has named