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Financial Uncertainty Preparedness

September 6, 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...

Marital
Executive Planning

Happy Retirement

September 7, 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...

Wealth Transfer
Philanthropy

Hedge Fund

September 8, 2024 Hedge Fund

A hedge fund is an investment vehicle that pools capital from accredited individuals or institutional investors and invests in a variety of assets, of...

Family Office
Attorneys

Inheriting an IRA

September 9, 2024 Inheriting an IRA

When you inherit an IRA, you will need to consider the rules that apply to your situation. The rules that apply to you will depend on your relationshi...

Charitable Giving
Trending Topics
Risk Management And Insurance
Wealth Transfer

Internship Reflections

September 10, 2024 Internship Reflections

As the summer comes to a close, we are saying goodbye to our summer interns. We are grateful for the hard work and dedication they have shown over the...

Wealth Transfer
Life Changes
Business Owners
Charitable Giving

Q4 2023 Market Commentary

September 11, 2024 Q4 2023 Market Commentary

As we enter the fourth quarter of 2023, we are providing our market commentary to help our clients navigate the current investment landscape. Our team...

Retirement Planning
Risk Management And Insurance
Cybersecurity

Quarterly Commentary Graphic Q1 2024

September 12, 2024 Quarterly Commentary Graphic Q1 2024

Our quarterly commentary for the first quarter of 2024 is now available. In this report, our team of analysts provides an in-depth analysis of the mar...

Education Planning
Financial Uncertainty
Investing
Ria

Quarterly Commentary Graphic Q2 2024

September 13, 2024 Quarterly Commentary Graphic Q2 2024

Our quarterly commentary for the second quarter of 2024 is now available. In this report, our team of analysts provides an in-depth analysis of the ma...

Attorneys
Financial Planning

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