Dougherty & Company Insurance Sales and Service

The Stanley-Laman Group Ltd. is a comprehensive financial services firm located in Berwyn, PA, specializing in tax, estate, business, and investment management for high-net-worth individuals and families. With a unique structure that includes a Financial Planning Group, a Portfolio Management Team, and an affiliated Law Firm, the company aims to provide a coordinated approach to address complex financial needs efficiently. Founded by industry veterans with extensive experience in capital markets and corporate governance, the firm offers a range of services including estate planning, business continuity, and tailored investment management strategies. By integrating financial planning with legal implementation, Stanley-Laman Group strives to deliver superior results in a cost-effective manner, streamlining the planning process for its clients. Generated from the website

Commonwealth Trust Company, based in Wilmington, DE, has been dedicated to preserving family legacies for over 90 years. With unparalleled directed trustee services and a personal approach to trust administration, they leverage their rich history in the Delaware trust industry to serve their clients' needs and stay up to date on industry developments. As a trusted partner for individuals and trusted advisers alike, Commonwealth Trust Company offers a range of services, including personal trust administration and the Delaware Tax Advantage for trusts. Their team of experienced professionals is committed to building legacies together and ensuring the long-term wellbeing and happiness of beneficiaries through innovative estate planning strategies.Generated from the website