Blog

Archive for June, 2014

Wealth Manager Announces the Opening of Virtual Family Office

Posted in News

Richard Gayton, a long-time Wealth Manager, announces the opening of his new Lakeside Virtual Family Office in Toluca Lake, California. More than 112 media, on- and off-line publications, have published his announcement, including online giant Yahoo Finance. Here is their article. Longtime Wealth Manager Richard Gayton Announces the Opening of Lakeside Virtual Family Office, a Financial Concierge Firm for High Net Worth Individuals & Families LOS ANGELES, CA–(Marketwired – Jun […]

Read More

How One Family Passed $6 Billion Fortune to Son to Avoid Tax

Posted in News

Here is a great article from Bloomberg.com written by Caleb Melby which describes how the co-founders of medical-device maker Cook Group, passed ownership of the company to their son to avoid estate taxes prior to Bill Cook’s death in 2011. It’s a solid example of how effrective estate management can have huge benefits to a family. Bill and Gayle Cook, the co-founders of medical-device maker Cook Group, passed ownership of […]

Read More