News: Financial Digest

Jonathan Levirne Managing Director Edgewood Capital Advisors

Name: Jonathan Levirne Title: Managing Director Company: Edgewood Capital Advisors Location: 134 Old Post Rd., Southport, CT 06890 Birthplace and year; Chappaqua, N.Y., 1979 Family: Single College: Wesleyan University, BS, Government; pursuing masters, in real estate at NYU First job in real estate or allied field: Edgewood Capital Advisors, associate What do you do now and what are you planning for the future? Responsible for sourcing Edgewood's commercial mortgage and equity investments. We are currently raising out third investment fund which will continue to focus on high yielding real estate assets. Hobbies: Basketball, golf Favorite book: "When Genius Failed" Favorite movie: "The Gladiator" Person you admire most (outside of family): Tiger Woods Key to success: Persistence If you had to choose another vocation what would it be? Professional golfer
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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.