News: Financial Digest

Charles Nilson 2009

Name: Charles Nilson Title: Chair, Massachusetts Mortgage Bankers Association Company: J. P. Morgan Chase Location: 400 Blue Hill Dr., Westwood, MA 02090 Birthplace and year: Chicago, Ill., 1959 Family: Wife, Jill; children: Victoria, Andrew College: Miami of Ohio, BS, Finance; Case Western Reserve University, MBA First job outside of finance: Beacham Products - territory sales rep First job in finance or allied field: Society Bank - management trainee What do you do now and what are you planning for the future? Focus on (1) legislative and compliance support, interact with the Division of Banks; (2) Education - help membership be compliant and provide education around loan officer financing; (3) Address changing membership. Hobbies: Cyclist, skier, travel with family Favorite book: "Back Bay" by William Martin Favorite movie: "Gran Torino," "Braveheart" Person you admire most (outside of family): Richard Branson, entrepreneur Key to success: Enjoy what you do. If you had to choose another vocation what would it be? Run a bed and breakfast with my wife
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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.
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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.