News: Financial Digest

Professional Profile: Patrick Mulready, 2014

Name: Patrick Mulready Title: President - Real Estate Finance Assn. of Connecticut Company: CBRE Location: 185 Asylum St., 31st Flr., Hartford, CT Place of Birth and Year: Hartford, CT - 1974 Family: wife; Christine, children; Devin, Sawyer, Eloise, Cleo College: U of CT - BA Economics with concentration in RE & Urban Economic Studies First job outside of finance: Appraiser - Farley Whittier Partners First job in Finance or Allied Field: RE Broker for CBRE What do you do now and what are you planning for the future: Create networking opportunities and educational programs for members Hobbies: Boating, fishing, run marathons Favorite Book: "Catch 22" by Joseph Heller Favorite Movie: "Pulp Fiction" Person you most emulate (outside of family): George Washington Key to success (one idea): Pay attention to details in order to better serve my clients If you were forced to choose another vocation what would it be?: Writer
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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.