Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. As an advisor working with ultra-high-net-worth families, I ...
Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As 2025 draws near, estate planners and their clients are preparing for the ...
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