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Everything in Core PLUS:

  • Review of investments not managed by Prism, i.e. employer retirement accounts

  • Review and monitoring for employer related benefits such as Stock Purchase Plans, RSUs and stock options

  • Participation in meetings with tax and estate planning professionals 

  • Review and discussion of more sophisticated charitable giving strategies 

  • Meetings with extended family members, where appropriate 

  • Intergenerational wealth transfer strategies

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