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Private Wealth

Annual Gifts To Children & Family

CAP STRAT’s Neil Davies, a Certified Private Wealth Advisor (CPWA) in the firm’s private wealth practice, explains the two things to keep in mind when gifting cash or assets to family members.

Neil Davies

Neil Davies, CPWA

Senior Private Wealth Advisor

https://player.vimeo.com/video/633172223 Neil is a Certified Private Wealth Advisor (CPWA) in the firm’s private wealth practice. He advises individual clients on…