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.
Private Wealth
Annual Gifts To Children & Family
Neil Davies, CPWA®
Principal, Senior Private Wealth Advisor
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
