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Home Tag LegacyPlanning

Tag: LegacyPlanning

Monarch Estate Services, LLC: The Synergy of Service

Monarch Estate Services, LLC: The Synergy of Service

by Amy Poliakoff

August 22, 2023

Transparency, Trust and Teamwork are three qualities that make a business thrive. Through the partnership of Mendy Katz, President, and ...

The Holdun Family Office-Brendan Holt Dunn

Preserving a Legacy: The Holdun Family Office

by Denise Holzer

August 18, 2023

While establishing a family office has become the ultimate hallmark for the ultra-wealthy, few families represent five generations of wealth. ...

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