April 22, 2021 One of the most frequent questions Kevin gets asked is: What is the Stock Market going to do? Kevin shares one of the techniques he uses to develop his stock market outlook. For more information contact Kevin Ellman CFP Read More...
Can Your Family Wealth Management Plan Pass the 360° Stress Test?
The Personal Family Office Essential Guide to 360° Family Wealth ManagementAuthors: Kevin Ellman CFP, CEO and Paul D Miller.Published: March 2021 Purchase for $24.99 on Amazon Take the 360° Stress Test and get your free copy. Kevin Read More...
Corporate Charitable Giving – Reap Corporate Tax Benefits While Supporting Your Favorite Charities
February 26, 2021 Learn how our turn-key system makes it easy to set up and manage a Corporate Donor Advised Fund or a Corporate Foundation. These charitable vehicles can help you significantly lower your taxes. For more information Read More...
Visit Your Money with Kestra’s New Paperless Statement Delivery System
February 10, 2021 Kevin Ellman CFP and CEO, and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra's New Paperless Statement Delivery System. Steps to enroll: Visit: Read More...
The Donor Advised Fund – Give While You Live
January 15, 2021 A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities Read More...