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Articles tagged "Intelligent Edge Advisors"

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Elizabeth Ostrander: Leaving the financial advisor out of the process can actually impede, rather than fulfill, the wealth planning goals of the client.

How RIAs can help clients sell their real estate without taking a tax bite

A range of strategies, including the tax-free 1031 exchange, enable investors to tax-efficiently monetize their real estate investments

September 20, 2011 at 3:39 AM
Elizabeth Ostrander: Now PE firms are sitting on piles of cash raised in ’06-’08 that they must invest soon or return to their investors

RIAs can turn stockpiled private equity cash to clients' advantage and into AUM

Clients who grimace at selling their business or standing pat may love a rising new option

July 29, 2011 at 2:16 PM
Elizabeth Ostrander: We recently spoke with an advisor who was the last to know that his client’s $50 million business was being sold.

Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

The majority of the baby boomers’ wealth is held in the form of privately owned companies and monetizing them is an opportunity

May 23, 2011 at 1:39 PM

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