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Family Office Insights

Private advisory insights and strategies from our family office group

Abstract Geometric Structure

PLOUTO

A Monthly Newsletter From Our Family Office Solutions Group.

Articles

Approaching Investment Risk

Planning For A Liquidity Event

Will Vs Trust?

Planning For A Liquidity Event

Articles

Family Business & Succession

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Our thoughts on how to effectively transfer business within the family.

Will Vs Trust?

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What is a will? What is a living trust? We discuss tax issues, selecting fiduciaries, pour-over wills and typical dispositive plans for married couples

Planning For A Liquidity Event

Potential liquidity events that may represent a significant magnification of wealth for you in the months to come.

We Are Delighted To Help.

9800 Wilshire Blvd, Beverly Hills, CA 90212

(424) 324-2631

info@mavrosgroup.com

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