Why Pre-Transaction Planning Matters with Noel Campbell | Cresset скачать в хорошем качестве

Why Pre-Transaction Planning Matters with Noel Campbell | Cresset

Early pre-transaction planning is key to navigating the complexities of an exit process successfully. From setting up trust structures and addressing tax implications to maximizing your exit potential, an experienced advisor can help optimize outcomes at every stage. Listen as Noel Campbell, Cresset Director and Wealth Advisor, shares insights on how thoughtful, strategic planning can help families achieve their long-term goals. Request our 10-point Checklist for Selling your Business: https://cressetcapital.com/ten-point-... About Cresset: Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm.* Connect with Cresset online: Website: https://cressetcapital.com/?utm_sourc... LinkedIn:   / cresset-capital   Instagram:   / cressetwealth   Subscribe:    / @cressetwealth   *Disclosures related to awards, recognitions, and rankings available here: https://cressetcapital.com/about/rank.... Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, see cressetcapital.com/disclosures. #exitplanning