Maverick Fund Solutions’ Post

📈 Maximizing Efficiency Across All Fronts 📈 Efficiency isn’t just for the production line—it’s crucial in financial management too. Silvertree, LLC coordinated approach optimizes your financial performance by aligning tax strategies with wealth management and legal frameworks. This integration ensures that every financial action supports the other, maximizing your business’s overall efficiency and profitability. #FinancialEfficiency #OptimizedPerformance #SilvertreeSolutions

🏘️ ATTENTION: Real Estate Professional & Investors PROTECT YOUR Real Estate Assets! The legal side of your business can determine the life or death for your business. JOIN Tammy Silvas, founding attorney, for an evening of charcuterie and other treats...Along with what you need to know to keep your business protected!! 👉Learn about the risks 👉Understand the tools 👉Put together a plan that help you protect and grow TODAY as well as pass a thriving business & wealth 💰to the next generation. ASSET PROTECTION & STRATEGY for real estate professionals & investors Register today and save your place @ https://lnkd.in/gm-Cbbyc

🏘️ ATTENTION: Real Estate Professional & Investors PROTECT YOUR Real Estate Assets! The legal side of your business can determine the life or death for your business. JOIN Tammy Silvas, founding attorney, for an evening of charcuterie and other treats...Along with what you need to know to keep your business protected!! 👉Learn about the risks 👉Understand the tools 👉Put together a plan that help you protect and grow TODAY as well as pass a thriving business & wealth 💰to the next generation. ASSET PROTECTION & STRATEGY for real estate professionals & investors Register today and save your place @ https://lnkd.in/g67SHFDk

PPM – Private Placement Memorandum. It’s the document where you disclose all of the risks, reasons, and ways your #syndication can go wrong. It’s fine if you have conflicts of interest, we just have to disclose them. It's okay that you're buying the house from your brother-in-law and your brother-in-law is going to make a killing, or maybe it's your property, and you're going to make a killing because you bought it 20 years ago… That’s fine, so long as we're disclosing everything, especially when it comes to compensation. You want to over-disclose any kind of direct compensation and indirect compensation when #raisingcapital.  #syndications #raisingmoney

In this session of our series: "The Before & After Estate Planning & Asset Protection" discover how durable power of attorney helps you to manage financial matters and make critical decisions. Contact us and start creating your estate plan with us. Join us next week and take the first step towards securing your future. https://bit.ly/4e2PulO #estateplanning #estateplanningattorney #estateplanninglawyer

A pleasure (as always) to attend the Asset Finance Connect Conference today with my colleagues Wayne Gibbard Jonathan Mills and Amy Bullows. There were some interesting discussions around commission disclosures and whether or not they should be mandated and plenty of crystal ball gazing 🔮 Great to see so many familiar (and new) faces! And what a stunning location! #assetfinance #assetfinanceconnect #commission #financialservices

Secure your financial legacy with Attorney Barbara M. Pizzolato in our FREE Estate Planning & Asset Protection Webinar! Learn how to safeguard your assets and ensure a bright future for your loved ones. Don't miss out – reserve your spot now! 🔐 ➡️ Register here: https://lnkd.in/ejFQuq-b #EstatePlanningEvent #ProtectYourLegacy #FortMyersLawyer #FloridaEstatePlanning #EstatePlanExpert #FortMyersAttorney #BarbaraPizzolato #LiveWebinar #EstatePlanningWebinar

🕵️♂️ Need to know where the money trail leads? 💰 Our PI Agency specializes in thorough asset checks to uncover hidden wealth, track down assets, and ensure you have all the facts. Whether it's for legal proceedings, financial planning, or peace of mind, trust our expertise to uncover the truth behind the numbers. Contact us today and let's follow the paper trail! #AssetCheck #PrivateInvestigator

One week away! On Wednesday, August 14th at 9:00 AM, join Cona Elder Law Senior Partner Melissa Negrin-Wiener for an essential webinar on asset protection strategies 🔐 Learn how to safeguard your assets and ensure financial security for your future. Topics discussed will include: ★ The Importance of Planning Ahead ★ Establishing Irrevocable Trusts ★ Protecting the Family Home ★ Making Smart Transfers ★ Key Benefits of Asset Protection Planning Click here to register now: https://lnkd.in/eXgbVcrN #ConaElderLaw #AssetProtection #ElderLaw #EstatePlanning #LegalWebinar