Family Wealth & Communications Archives - Altair

The Bank of Mom and Dad: Benefits and Considerations of Intra-Family Loans

Money Matters: Financial Newsletter for Kids

2017 Florida Briefing

Critical Family Communications for Wealth Preservation

Steps to Take After a Family Member Passes Away

Family Trusts: Beyond Technical Proficiency

Money Matters: Financial Newsletter for Kids

The True Cost of Long-term Care: Do the High-Net-Worth Need Insurance?

Beyond Technical Planning – The Keys to Family Wealth Continuity

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Altair Advisers @AltairAdvisers·

Altair is pleased to announce new partners. We are excited to welcome Rachael Halstuk Mangoubi, CFP® and David J. Lin, CFA to the Altair ownership group, effective January 1, 2021. Please join us in congratulating them on their new roles.

Altair Advisers @AltairAdvisers·

How To Effectively and Appropriately Support a Colleague Navigating the Death of a Loved One http://bit.ly/3t6jZA3