News: Financial Digest

Thomas St. Jean 2009

Name: Thomas St. Jean Title: Managing Director Company: Compass Exchange Advisors, a subsidiary of Rockland Trust Location: 50 Resnik Rd., Plymouth, MA 02360 Birthplace and year: Nashua, N.H., 1968 Family: Wife, Mary Pat; children: Katie, Meaghan, Andrew, Molly College: Providence College, BA, Business Economics First job outside of 1031: Finance analyst for a real estate group at Chase Manhattan Bank First job in 1031: Vice president of advisory services at APEX Property Exchange What do you do now and what are you planning for the future? Co-founded Compass Exchange Advisors in 2004, sold to Rockland Trust in 2007. Continue to grow the 1031 qualified intermediary business for the bank. Focusing on providing outstanding service and security of exchange funds to institutional and individual real estate investors. Favorite book: "The Greatest Salesman in the World" by Augustine Mandino Favorite movie: "It's a Wonderful Life" Key to success: Go the extra mile. If you had to choose another vocation what would it be? H.S. basketball coach
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

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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.