News: Financial Digest

John Barczewski 2009

Name: John Barczewski Title: President Company: Real Estate Fiduciary Services Location: 65 The Fairways, Ipswich MA 01938 Place of Birth and Year: Newburyport, MA - 1955 Family: Wife, Clare; Daughters Joan and Jillian College: Merrimack College - BS Business Administration, CPA First job outside of finance: Ernst & Young - auditor First job in finance or allied field: AEW Capital Management - portfolio controller What do you do now and what are you planning for the future? We offer independent fiduciary services - we help resolve conflicts of interest and perform analysis and due diligence with transaction work and asset management support. We work with emerging managers to pursue the management of institutional capital, i.e., endowment funds, foundations and pension funds. Hobbies: Golf, snowshoeing, cycling, reading Person you most emulate (outside of family): Blake Eagle Key to success: Hard work - try to do the job a little bit better every day If you were forced to choose another vocation what would it be? Professor - teach college courses
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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.