Harbor Group International’s Post

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones. #personalfinance #financialadvice #MorganStanley #FinancialAdvisor

We all know the story: most kids don't want their parents' stuff. But some collections have value and it can matter when you plan your estate. For Barron's, I spoke to a few experts on how to bequeath your prized possessions. #estateplanning #collections #artcollection #taxplanning #collecting #donations #charitabledonations #auctions #gifting https://lnkd.in/gJ2SeT4m

“Who Will Be the Beneficiaries of Your Wealth?” by Adam Frank “When people think of estate planning, they often associate it with creating a will or trust. But even before you decide what documents to draft, you should first articulate your goals. Who do you want to be the beneficiaries of your wealth, and when do you want them to receive it? For some people, it might be easy to figure this out. But for others, especially those who do not have children or relatives they want to provide for or charities they’d like to support, it can be much more difficult.” Full article: https://lnkd.in/gtGrV928

Are you into commercial real estate, finance, or private equity? Young Real Estate Professionals New York by Mike Strug will host virtual live Zoom calls during the sessions with multiple on-demand videos to watch. In addition to the Zoom calls, sixty business leaders will offer career advice! If you have a busy schedule, but want to connect, learn more about the field, and gain insightful knowledge, please check out the link below! https://lnkd.in/eHsgiytU

We’re proud to announce that White Horse Capital is now The Fortez Group. This change reflects the evolution of our team, capabilities, and unique value we’re delivering in the marketplace. At The Fortez Group, we have a fundamental belief that the fragmentation and complexity of the real estate landscape limits the ability of families and communities to use real estate to its full potential. The strength of our firm is reducing complexity, providing structure, and enabling better outcomes. How are we doing that today? - Fortez Real Estate Family Office Services is helping national wealth management teams and CPAs elevate their ability to address the real estate challenges of their clients - Fortez Asset Management is giving families and trustees more control of their real estate legacies by providing high quality consulting and management services - Fortez Real Estate Planned Giving is partnering with nonprofits to simplify the acceptance of real estate donations for them and their donors - Fortez Capital is operating real estate assets and using that experience and capital network to help others build and protect their investments Stay tuned to hear more about how we’re delivering impact for clients and communities every day. Fortezgroup.com #realestate #realestateadvisory #familyoffice

Did you know that charitable legacies are one of the most popular ways for people to make a lasting impact on the causes they care about? Charitable legacies are a thoughtful way to ensure your values and passions live on, even after you're gone.  Consider including a charitable bequest in your will to make a lasting impact on the causes you care about most. Ready to start planning your legacy? Contact us today to learn more about how to leave a charitable bequest in your Will. 🌐https://lnkd.in/eFvmEM5m #LegacyWills #ourservices #estateplanning #assetprotection #willsandtrusts #peaceofmind #estateplanningexpert #willsplanningexpert #charitablelegacies

Thinking about selling your business? 📈 Here are 3 key points to consider and prepare for: Financial Documentation: Ensure all financial records, including profit and loss statements, balance sheets and tax returns, are accurate and up-to-date. Potential buyers will want to review these documents to assess the financial health of your business. Business Valuation: Determine the true value of your business by conducting a thorough valuation. Factors such as assets, revenue, customer base and market trends will influence the valuation process. Understanding your business's worth is crucial for negotiating a fair sale price. Exit Strategy: Develop a clear exit strategy outlining how you plan to transition out of the business. Consider factors such as timing, succession planning and any legal or regulatory requirements that may impact the sale process. Having a well-defined exit strategy will help streamline the sale process and ensure a smooth transition for both you and the buyer. Ready to sell your business? Our team at Halpin Partners can provide expert guidance and support every step of the way. Contact us today to discuss your business sale goals! 🚀  📞 (07) 4052 0800 🌐 https://lnkd.in/dxEk4CaS  📍 101 Sheridan St, Cairns City QLD 4870 #BusinessSale #ExitStrategy #HalpinPartners

"Let’s get these loans to these governments, to these nations, so they can build houses and make their communities healthier - then the next generation can have better opportunities to thrive." Tracee Smith, our founder and CEO, sat down with Steven Vanloffeld at The Indigenist, to discuss the road to Keewaywin’s founding, why we need private credit to address the Indigenous housing crisis, how the fund works, and Tracee’s advice to her fellow Indigenous entrepreneurs.  Listen here: https://bit.ly/483mpm3

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones!

Thinking about your legacy? October is Estate Planning Awareness Month. Let's connect and discuss how a trust can help you pass on assets to loved ones.