Stephen Oliver and William Speciale presented to the Boston Probate and Estate Planning Forum on January 9, 2019 at the Union Club of Boston. The topic was Tax-Advantaged Investing: Achieving and Maximizing Tax Alpha.
The Boston Probate and Estate Planning Forum is an association of experienced and senior-level trusts and estates attorneys in Massachusetts. The Forum meets monthly to discuss current topics in the fields of probate, estate planning, tax, and trust administration. Guest speakers are attorneys, academics, government officials, and professionals in related fields with substantial expertise in their respective disciplines.
Daintree Advisors is pleased to announce that Barbara Attardo, Darlene Dahl, Lauren Desforge, Alex Gross, and Mary Shahian have been named recipients of the 2018 Five Star Wealth Manager award as featured in Boston Magazine. To receive the award, wealth managers must meet 10 objective criteria evaluated via surveys of Boston area households and financial services professionals, as well as independent research. Five Star Professional, which sponsors the nationwide award program, published its list in the February 2018 edition of Boston Magazine. Wealth Managers do not pay a fee to be considered or placed on the final list of the 2018 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.
For more information on the research and selection methodology go to www.fivestarprofessional.com.
On November 2, 2017, Daintree’s President and COO, Eric Godes, along with Partner and Senior Client Advisor, Barbara C. Attardo, were featured speakers at the New England Wealth & Retirement Conference held at Gillette Stadium. Barbara spoke on a panel entitled “Well-thy” women addressing the industry’s need for more qualified women advisors and how crucial it is for all advisors to understand the female investor and how best to help them navigate the wealth management and financial planning landscape. Eric spoke on a panel to educate advisors on how to build a thriving practice. Clearly not all firms are created equal, and by following best practices and always keeping the client’s best interests first and foremost, you can both build a thriving practice and ensure clients are well served while receiving prudent and personalized advice.
Mary M. Shahian, Partner and Senior Client Advisor at Daintree Advisors, published an article on charitable gift annuities in the Harvard Medical School Newsletter. See Mary’s full bio on Daintree’s website.