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February 8, 2021

Client Spotlight: COVID Response Partners

Client Spotlight: COVID Response Partners In January of 2020, America’s first case of COVID-19 was diagnosed in Seattle. As the virus spread and the gravity of the situation became apparent, our founder recognized it would take more than government intervention to manage the pandemic and get businesses back to work. Since April of 2020, COVID...
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Client Spotlight: Greif

Client Spotlight: Greif A global leader in industrial packaging products and services For more than 140 years, the world’s most important products have travelled around the globe in Greif’s industrial packaging. We produce steel, plastic and fibre drums, intermediate bulk containers, reconditioned containers, flexible products, containerboard, uncoated recycled paperboard, coated recycled paperboard, tubes and cores...
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Will Your Wealth Provide Your Heirs with Opportunities, or Deprive Them of Their Independence?

Will Your Wealth Provide Your Heirs with Opportunities, or Deprive Them of Their Independence? You’ve seen and heard the stories of dissension, fighting, greed, and legal actions when an inheritance is up for grabs. You may be thinking, “That won’t happen in our family.” Think again! It has been statistically proven that 70% of wealth...
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AN ALTERNATIVE TO MONEY MARKET FUNDS

AN ALTERNATIVE TO MONEY MARKET FUNDS By Don Ames, Sarasota Family Office Association January is behind us and what a month it was!! The major indices all struggled as the month came to an end. The Dow Jones Industrial Average “DJIA” ended the month down 2.04%, the S&P 500 fell by 1.11% while the Nasdaq...
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