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Magnolia Trust: Built From Within to Serve Advisors

by Madeline Voss Contributor
Magnolia Trust Company didn’t start with a pitch deck or a market gap analysis. It started with a phone call—or rather, many of them—from clients of a 45-year-old Atlanta CPA firm who needed a corporate trustee and kept asking the firm’s partners to fill the role.

Featured

Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access

Every advisor wants to grow their practice. Fewer are looking in the right place.

Glamorous LA Heiress Linked To Iranian Royalty At Center Of Toxic $200M Divorce Battle

(NewYorkPost) - A Beverly Hills socialite and a UCLA doctor are locked in a vicious $200 million divorce war — with bitter texts, hidden cash claims and clothes hurled from a mansion balcony.

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

(hellomagazine) - Jack Schlossberg, the only grandson of former president John F. Kennedy, has disclosed his finances to the House of Representatives amid his bid to win a seat in Congress in the upcoming election.

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Tax Protection

Class warfare? Biden prepares tax hikes on high-income Americans

The president's new set of proposals is likely to be much more contentious than the battle over corporate taxes — among lawmakers at least.

Tax Protection

As U.S. capital gains tax hike looms, wealthy look for ways to soften the blow

Advisors are counseling clients to max out their retirement accounts, park gains in tax-deferred opportunity zone funds and even sell some assets.

Tax Protection

You Can Work From Anywhere. What Does That Mean For Your Taxes?

Many people are still confused about how to handle last year’s tax changes and are grateful for the delayed 2020 tax deadline.

Tax Protection

What stock market history tells us about corporate tax hikes

The prospect for higher taxes continues to be a concern for investors, but what does history suggest will happen?

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Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

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Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

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The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

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2024 Data Breach to Cost Fidelity $1.25M

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