333 S Garland Ave
17th Floor,
Orlando, FL 32801-3321
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations
Data center pushback and legislative updates
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Tech is resetting after a stretch of outperformance, though the longer-term outlook is favorable.