Kelly McBride at Crosscountry Mortgage

Fifth Avenue Family Office, located in Naples, Florida, is a trusted and experienced financial advisory firm dedicated to assisting high-net-worth families in managing their wealth and securing a lasting legacy for future generations. With a focus on integrity and innovation, their team provides a comprehensive range of services, including investment management, estate legacy planning, tax coordination, risk management, philanthropic support, family governance, education, strategic business consulting, real estate alternatives, private equity, venture capital, aviation, maritime oversight, bill payment, and record retention. With a commitment to delivering the highest level of service and expertise, Fifth Avenue Family Office ensures that families can live their lives, cherish their loved ones, and leave a lasting legacy, while the firm takes care of the complexities of their financial and personal lives.Generated from the website

Kilbourn Associates is a trusted provider of Family Wealth Transfer Planning services, offering clients the opportunity to protect and distribute their assets according to their wishes while minimizing court costs, attorney's fees, and estate taxes. With over 40 years of experience, Mike Kilbourn, the president of Kilbourn Associates, is a highly knowledgeable family wealth transfer planning specialist who has helped countless families create lasting legacies. Through educational seminars, books, and resources, Kilbourn Associates aims to empower individuals and peers with the information needed to navigate the complexities of estate planning and disinherit the IRS.Generated from the website