Keeping you informed, and educated
-
Events
Whether having guest speakers present or sharing more social affairs such as wine tastings or golf outings, our client events give us the chance to get to know, and serve, you better. They also allow us to thank you for letting us into your life and provide the opportunity to invite a friend you think may benefit from our services.
-
Links of Interest
- 5 Reasons Wealth Transfers Fail
- A Step-by-Step Guide to Hosting a Family Meeting
- Craft a Legacy That Will Last Long After Selling Your Business
- Estate Planning Challenges for Heirs in America
- A Guide to Your Raymond James Statement
- Investor Access Tour
- Financial Planning
- Retirement Planning
- Morningstar
-
Prestwick Commentary
- Thoughts from the Holy City – March 2021
- Thoughts from the Holy City – February 2021
- Thoughts from the Holy City – 2020 & 2021 – A Recap and a Preview
- Thoughts from the Holy City – November 2020
- Thoughts from the Holy City – October 2020
- Thoughts from the Holy City – September 2020
- Thoughts from the Holy City – July 2020
- Living Your Legacy
- Behavioral Finance
Food and Beverage Companies Plant Seeds of Sustainability
6/30/2020
From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions.
Lifestyle & Technology
Food and Beverage Companies Plant Seeds of Sustainability
6/30/2020
From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions.
Lifestyle & Technology
How AI and Clean Tech Help Create Better, Greener Buildings
6/29/2020
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Lifestyle & Technology
Retail Is Reimagined With Circular Design, Green Packaging
6/26/2020
Sustainability is catching on, from small startups making green jeans to giant retailers making bold moves.
Lifestyle & Technology
Retail Is Reimagined With Circular Design, Green Packaging
6/26/2020
Sustainability is catching on, from small startups making green jeans to giant retailers making bold moves.
Lifestyle & Technology
Sustainable Investing's Global Rise
6/25/2020
Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing
Tips for Creating an Inheritance That Lasts Generations
6/23/2020
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Why Choose Sustainable Investing?
6/22/2020
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Sustainable Investing Misconceptions vs. Reality
6/18/2020
Set the record straight when it comes to these four common misunderstandings.
Markets & Investing
Who Gets What, When?
6/16/2020
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
Estate & Giving
Don't Let a Natural Disaster Derail Your Business
6/16/2020
A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?
Business Ownership
“An investment in knowledge pays the best interest.”
BENJAMIN FRANKLIN
