News: Financial Digest

William Tanski 2009

Name: William Tanski Title: President, Real Estate Finance Association Company: Outlook Capital Partners Location: Wellesley Office Park, Wellesley, MA Birthplace and year: Wilkes-Barre, Penn.,- 1954 Family: Wife, Christine; children: Louise, Emilie and Philippe College: Penn State University - BS Environmental Engineering; Harvard University - Master City & Regional Planning; Boston University - MBA First job outside of finance: Smith Miller & Assocs. - project rep. - engineer First job in finance or allied field: Bank of Boston - Real Estate Investment Group What do you do now and what are you planning for the future? Continue providing networking and educational programs for members - maintain momentum, maintain membership & sponsorship. Initiate new ideas such as a past president breakfast to discuss the role of REFA in the industry. Hobbies: Tennis, aviation, drink wine and read Favorite movie: "Chilly Scenes of Winter" Person you admire most (outside of family): Gerhard Kallman Key to success: Do what you love If you had to choose another vocation what would it be? Historian
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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.