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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®

Principal, Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.