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Use of Limited Liability Companies in Estate Planning - Ward and ...


Apr 21, 2011 ... Establishing a family investment policy promoting the education of and ... An Example of the Family LLC as an Estate Planning Tool.

Ward family - Forbes


Ward family on Forbes. ... 2016 America's Richest Families List: Dropoff ... billion, but the Ward family is still running the firm best known for making the box of chocolate .... Forbes Investor · Special Situation Survey · Forbes Dividend Investor · Forbes Premium Income Report · Investing Newsletters ....

Sep 11, 2015 Harbor Advisory Welcomes the Ward Halleron Group


Sep 11, 2015 ... Mr. Ward joins Harbor Advisory as Managing Director, Financial Advisor and Senior ... as providing private financial planning for multi-generational client families. ... Harbor Investment Advisory, LLC (“Harbor Advisory”) is an ...

McNally Capital


McNally Capital is a Chicago-based private investment firm that partners with family ... The firm maintains a network of more than 600 family offices in the United ... McNally Advisors, LLC and any of its employees or representatives acting as an ...

Calhoun Asset Management, LLC, and Krista Lynn Ward a/k/a Krista ...


Jul 9, 2012 ... instituted proceedings against Calhoun Asset Management, LLC ... of 1940 (“ Investment Company Act”), and against Krista Lynn Ward a/k/a ...

Real estate transactions by RealStats - South Pittsburgh Reporter


Jul 5, 2016 ... 16th Ward 2600 Southside Sarah Assoc. L.P. to George ... Cardamone Family Real Estate LLC to oprop LLC at 19 Bedford Square for $90,000.

History : Ward Petroleum


“My family has been investing with Ward Petroleum for 3 generations, and we intend to continue for years to ... LeeJay Company, LLC - Catherine N. Medlock ...

Glenn Ercole | MacKenzie Commercial Real Estate


Glenn is a Principal of MacKenzie Capital, LLC and has more than 30 years of commercial real estate finance experience closing in ... Ward Family Portfolio, $15.11 million Redevelopment/Refinance ... Colgate Investments/Klein Family.

Ward Aguilar Financial, Inc.


Keythe is the founder of Ward Aguilar Financial and is an investment professional with ... forecast and modeling experience to the Ward Aguilar Financial family. ... Some insurance products sold through Partnervest Insurance Services, LLC.

Exclusive: SandRidge gives CEO wide scope to cut his own land ...


Feb 6, 2013 ... SandRidge Energy CEO Tom Ward addresses a function in ... Reuters, a Ward- linked entity named 192 Investments LLC acquired mineral rights on ... a review of land deals involving entities controlled by Ward and his family.

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Schwartz Capital – The Family Investment Firm of the Future


Aug 1, 2016 ... A Future-Minded Family Investment Firm. Learn More. Home Josh Simerman ... Family Values + Forward Thinking + Long-term Capital ...

Ward Urban | LinkedIn


View Ward Urban's professional profile on LinkedIn. ... Initiated and implemented investment/capital raising strategies, business ... and equity capital from institutional lenders and investors including family offices. ... Mentmore Investments LLC.

Team - McNally Capital


A firm that could help families maximize the value of their investments in this asset class. As a Managing Partner, Ward shares responsibility for the day-to-day .... as Managing Director of TCS Group, L.L.C., a Chicago based family office.