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Wealth Insights

Memorable Customer Service training event recap

Waldron recently hosted a professional education event at the Duquesne Club: Memorable Customer Service, presented by Valori Borland, Director of Culture Transformation for the Ritz-Carlton Leadership Center.  Attending were business leaders from the region, representing firms such as Burns and Scalo, Flexjet, Pittsburgh Symphony, Larrimor’s and McKinney Properties, as well as the entire firm of Waldron Private Wealth. Here are the highlights from what was a very informative, engaging event.

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Recap of our 2016 presidential election professional education event: A view from the hill

Last week, Waldron Private Wealth hosted a professional education event at the Duquesne Club focused on the 2016 Presidential, Senate and House elections, and the potential tax and estate planning impact they may have.

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Waldron seminar on cash flow management and long term goals at Pittsburgh Community Services – event recap

On October 6, 2016, we sent three of our top financial advisors to North Oakland to conduct a customized seminar focused on cash flow management and long term goals for the clients and staff of Pittsburgh Community Services, Inc.

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The value of valuation discounts, part 2 – Planning opportunities after the new regulations have been enacted

It is not uncommon for families to use family controlled business entities, such as partnerships or limited liability companies, to make gifts using valuation discounts.  

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The value of valuation discounts, part 1 – Never higher for owners of family businesses

For decades, high net worth families have been structuring family controlled business entities as partnerships and corporations in order to take advantage of valuation discounts for estate planning purposes.

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Bridging the GAP to work with you, part 2: The GAP Process

In my last post, I painted a picture of the typical Waldron client – the challenges they are often facing and the integrated services they need. In this installment, I want to focus on how we approach entering into new client engagements.

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Bridging the GAP to work with you, part 1: Who is our ideal client?

When I started our company over 20 years ago, I never in my wildest dreams thought we would be positioned where we are today. 

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The 2016 Presidential Election: Investment decisions and financial market ramifications

The U.S. presidential debates are slated to commence on September 26th, and may prime investors to contemplate how the November 8th election will impact their wealth.

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What do jazz, cooking, and goal-based wealth management have in common?

Mark Twain has been credited with saying, “History does not repeat itself, but it often rhymes.”

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Mark Moretti, Certified Financial Planner
Team Member Spotlight: Mark Moretti, CFP®

Each member of the Waldron team uses his or her own specific areas of expertise to help our clients achieve what’s important in their lives.

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