News: Financial Digest

Professional Profile: John O'Neill, 2014

Name: John O'Neill Title: President of Real Estate Finance Assn. Company: Holland & Knight Location: 10 St. James Ave., Boston, MA Place of Birth and Year: 1968 - New York City, NY Family: wife; Elizabeth, daughters; Claire 15, May 11 and Avery 4 College: Dartmouth - BA in Government; Georgetown - J.D. First Job in Finance or Allied Field: Winthrop Financial - Acquisitions Analyst What do you do now and what are you planning for the future: I want to continue the success of REFA working with the staff; I want to support our constituents and continue to engage new prospects in finance Hobbies: Golf; home improvement projects Favorite Book: "Catch 22" by Joseph Heller Favorite Movie: "The Usual Suspects" Person you most emulate (outside of family): Alan Hassenfeld - balances doing well, doing good, spending time with his family and generally living a life well lived Key to success (one idea): Recognize that I work for someone else If you were forced to choose another vocation what would it be? Financial field of real estate acquisitions
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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.