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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Presidio Financial Partners LLC is one of the leading providers in Financial Services. It is based in Louisville, KY. To find more information about Presidio Financial Partners LLC, please visit www.presidiofp.com
Trusted advisor. Local. Solid, stable and prudent. These are the values we’ve embraced and brought to our business for more than 80 years. And that’s why Home Federal Bank is a cornerstone for the communities we serve. Home Federal Bank offers personal banking, business banking, ag lending, home loans, trust and asset management, and investments. Our locations include 27 branches throughout South Dakota and Minnesota. We employ over 300 people throughout the region. Home Federal Bank was originally chartered on March 20, 1929, as Home Federal Savings Association. Starting in 1992, the organization operated under a federal savings bank charter with the name, Home Federal Savings Bank. In 2001 we became Home Federal Bank to better signify a full-service community bank offering a large array of products and services. Home Federal Bank is a wholly owned subsidiary of HF Financial Corp., which is traded on the NASDAQ Global Market under the symbol “HFFC.” HF Financial Corp. had total assets of $1.2 billion and stockholders’ equity of $99.4 million (as of March 31, 2013). The company is the largest publicly traded financial institution based in South Dakota. The corporate office is located at 225 South Main Avenue in Sioux Falls, South Dakota. Home Federal Bank has two operating subsidiaries: Mid America Leasing Company and Hometown Investment Services, Inc.
Trans Pacific National Bank is one of the leading providers in Financial Services. It is based in Phoenix, AZ. To find more information about Trans Pacific National Bank, please visit www.tpnb.com
Birch Hill Equity Partners is a Toronto, ON-based company in the Financial Services sector.