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Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

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Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Real Estate Refresher: Helpful Tax Provisions in California and Beyond Erica S. White
Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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