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Gallimard Advisory Divorce Asset Planning

September 1, 2024 Gallimard Advisory Divorce Asset Planning

Divorce can be a challenging and emotional process, and it is important to have a plan in place to protect your financial interests. In this whitepape...

Press Release
Financial Uncertainty
Education Planning

Cheat Sheet: Federal Tax

September 2, 2024 Cheat Sheet: Federal Tax

Federal taxes can be complex and confusing. To help you navigate the tax code, we have created a cheat sheet with some key information about federal t...

Financial Planning
Charitable Giving

Financial Uncertainty Preparedness

September 3, 2024 Financial Uncertainty Preparedness

Financial uncertainty is a reality that we all face at some point in our lives. Whether it's a job loss, a medical emergency, or a global economic dow...

Wealth Management
Retirement Planning

Financial Uncertainty Preparedness

September 4, 2024 Financial Uncertainty Preparedness

Financial uncertainty is a reality that we all face at some point in our lives. Whether it's a job loss, a medical emergency, or a global economic dow...

Athletes
Philanthropy

Happy Retirement

September 5, 2024 Happy Retirement

After a long and successful career, Jane Smith is retiring from Lombard Odier. Jane has been an invaluable member of our team for over 30 years and ha...

Divorce
Education Planning

Tax Savings with Qualified Small Business Stock

September 6, 2024 Tax Savings with Qualified Small Business Stock

Qualified small business stock (QSBS) is a type of investment that can provide significant tax savings for investors. In this whitepaper, we explain h...

Executive Planning
Financial Advisor
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Charitable Giving