News: Financial Digest

Casimir Groblewski 2009

Name: Casimir Groblewski Title: Managing Director Company: Fantini & Gorga Birthplace and year: Houston, Tex., 1950 Family: Wife, Terry; children: Jan, Peter, Natasha College: Williams College, BA, French; Babson College, MBA Fist job outside of finance: William Underwood Co., made deviled ham First job in finance or allied field: Charlestown Savings Bank, appraiser What do you do now and what are you planning for the future? Creatively structure debt and equity for my clients. Current markets are challenging in a positive way. Hobbies: Gardening, biking, hiking, reading Favorite book: Anything by Ernest Hemingway Favorite movie: "The Magnificent Seven" Person you admire most (outside of family): Georges Pistorius (French professor) who challenged me to set higher standards Keys to success: Perseverance, be a good listener If you had to choose another vocation what would it be? French teacher
MORE FROM Financial Digest

Example Story Title FD 1

Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.