article thumbnail

Syndicating Private Real Estate Opportunities

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. But in saying that, it is the last legal tax shelter left in the U.S. Executive Summary.

CFO 130
article thumbnail

Restructuring Compensation And Roles To Align For Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. But really the main driver in that first meeting is, “Hey, we’ve got to update the financial plan.