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Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
MMV Financial Inc. is a Toronto, ON-based company in the Financial Services sector.
Each year the US and Canadian governments provide billions in R&D Tax Credits to fund businesses, but the application process is cumbersome, time-consuming, prone to expensive audits, and receiving the money can take as long as 16 months.
National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society. NPT provides philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations through the use of donor-advised funds and supporting organizations. NPT was founded in 1996. Since that time, we have made more than 200,000 grants totaling $5 billion to charities all over the world. We have raised $10 billion in charitable contributions and currently manage $6.2 billion in charitable assets. We rank among the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known experts in philanthropy, government and business.
Armory Fund is a San Rafael, CA-based company in the Financial Services sector.