News: Financial Digest

Daniel Mee 2009

Name: Daniel Mee Title: Executive Director Company: Tremont Realty Capital Location: 800 Boylston St., Boston, Mass. Birthplace and year: Boston, Mass., 1959 Family: Wife Karen, sons Daniel and Timothy College: Harvard University, AB in Economics; Harvard Business School - MBA First job outside of finance or allied field: Harvard Real Estate - property manager First job in finance or allied field: Construction lending group at Chase Manhattan What do you do now and what are you planning for the future? I founded the firm with Rick Gallitto in 2000. We are a real estate advisory company providing clients with debt and equity products. Hobbies: Active in charities, golf and attending sporting events. Favorite book: "Lone Survivor" by Marcus Luttrell Person you admire most (outside of family): Jack Welch Keys to success: There are no shortcuts, you have to put your time in, stay focused. If you had to choose another vocation what would it be? Pro football player
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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.