Tag: Estates
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How One Consulting Group helps public clients unlock the potential of their estates
The consultancy’s expertise enables clients to procure best-value contracts, review and improve existing services, and develop effective asset management strategies that maximise value and optimise operations. OCG also acts as a client-side project manager on construction programmes, ensuring schemes are delivered on time, on budget and with high customer satisfaction. View the original article and…
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How CFPs Navigate Taxes, Estates & Generational Wealth
In the realm of personal finance, retirement planning has traditionally been the cornerstone of advisory services. However, as wealth management becomes more sophisticated and multigenerational in scope, certified financial planners (CFPs) are expanding their strategic repertoire well beyond the boundaries of retirement portfolios. Their expertise now touches advanced tax strategies, legacy planning, and family wealth…