The commission charged the estate of Stephen Romney Swensen, arguing it continues to benefit from an alleged Ponzi scheme that stole from more than 50 investors and raised over $29 million before Swensen's death in June.
To provide wealth management firms with the reliable, insightful and useful insights needed to attract and retain high-net-worth clients, Schmidt Market Research created WealthMark™.
Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios.
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