News: Financial Digest

Professional Profile: Joseph Comperchio, 2014

Name: Joseph Comperchio Title: President, Mass. & RI Chapter of Appraisal Institute Company: JP Morgan Chase - div. Comm'l. Term Lending Location: One Federal St., Boston, MA 02110 Place of birth and year: Arlington, MA Family: Wife, Audrey; Children, Michael and Christine College: U Mass Amherst - BS Business Admin-Marketing First job outside of appraisal: Restaurant Mgmt. - The Rusty Scupper, Acton First job in allied field: Worked for Avery Associates as appraiser What do you do now and what are you planning for the future: Get our candidates designated and work in RI formulating programs for them. Hobbies: Woodworking - small cabinet work, golf Favorite book: "A Tale of Two Cities" Favorite movie: "Remember the Titans" Person you most emulate (outside of family): Jon Avery Key to success (one idea): Hard work & luck If you were forced to choose another vocation what would it be?: Cabinet maker
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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.