Bob Braun is quoted in the article “Use Kid Gloves With Kid Data, New Privacy Laws Say,” published by Legaltech News on June 24th, 2019.
Bob Braun is quoted in the article “Banks Feeling The Heat Over Fintech Partners’ Cyber Risks,” published by Law360 on June 13th, 2019.
Burton Mitchell was mentioned in the Billboard article “Tom Petty’s Widow Files New Appeals Against Daughters in Escalating Battle Over Late Rocker’s Trust” on May 30, 2019.
Burton Mitchell was quoted in The Oregonian article “Hire a tax pro to deal with capital gain on inherited home” on May 19th, 2019.
Mark Adams, Bob Braun, Marta Fernandez, and Marty Orlick were quoted in the article, “Experts Highlight Five Legal Pitfalls Hoteliers Face,” in Hotel News Now, which covered their presentations at Meet the Money® on May 17th, 2019.
Burton Mitchell was quoted in the Los Angeles Times and San Diego Tribune article “Selling mom’s house may require an appraisal first: Inflation and Social Security checks” on May 12th, 2019.
Burton Mitchell was quoted in the Los Angeles Times Money Talk column on the topic, “Heirs need a pro to sort out tax issues.” The column also appeared in the San Diego Union Tribune on February 17th, 2019.
Tim Lappen is quoted in the article, “Living in California and Leaving California Comes at a Price,” published by the Family Office Real Estate (FORE) Magazine in January 2019.
Burton Mitchell was profiled in the Baruch Alumni Magazine on November 29th, 2018.
Tim Lappen was quoted in the article “Managing Online Risks to Family Offices,” published by Opalesque on November 27th, 2018.