Financing A More Exclusive Lifestyle
Financing A More Exclusive Lifestyle
But what is it that this elite group of consumers really want?
Trak Fertility: Helping Men Become Dads | Karen Drexler
Transcript: Alan Olsen: Can you tell us a little about your background? Karen Drexler: I’m an entrepreneur in the medical device segment. What really got me here was an illness in my family. When I was in high school, my father was diagnosed with diabetes and ended up passing away pretty quickly from complications of…
The Power of Investing With ESG | Peter Kellner
Interview Transcript of: The Power of Investing With ESG | Peter Kellner Alan Olsen: Can you tell us a little about your background? Peter Kellner: I got out of college in the early 90’s with a real passion for sustainability. I went to Budapest, Hungary on a scholarship. My family is actually from Budapest and…
Charitable Donations May Avoid Capital Gains Tax
Charitable Donations May Avoid Capital Gains Tax Charitable donations may avoid capital gains tax if structured properly. Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order to make a charitable donation often results in the need to pay capital gains tax. One way to…