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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

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Independence Day is a great time for barbecues and fireworks, but it’s also a good time to reflect on money matters.

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130 countries back deal on global minimum tax for companies

Some 130 countries have agreed on a global minimum tax backed by U.S. President Joe Biden.

Tax Protection

Trump Organization, CFO are charged in 'sweeping' 15-year tax fraud

Trump's namesake company and longtime financial chief pleaded not guilty to what a New York prosecutor called a "sweeping and audacious" tax fraud.

Tax Protection

Donald Trump Compares New York Tax Fraud Charges to a 'Communist Dictatorship'

Trump railed against New York prosecutors on Saturday for charging the Trump Organization and its chief financial executive with tax fraud.

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

Washington Wire

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

Washington Wire

Powell's Term As Fed Chair Is Ending. Here's Why He Could Stick Around Longer.

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