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Illiquid Assets

Our Specialized Practice Groups (SPGs) serve as internal thought leaders who come together on a monthly basis to review industry practices, relevant legislation, and national/global events that may impact their fellow advisors, clients, and even their local communities.

Overview

A couple dancing in their new home.

Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.

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