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Why Family Capital Matters
Published on October 21, 2026
The most important part of a wealth transfer is not the money.
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Other news
Treasury and IRS Release 2026-2027 Priority Guidance Plan
October 21, 2026
The PGP addresses numerous issues affecting the charitable giving sector.
Focused on the Future: Succession Planning for Financial Advisors with Jorge Padilla
October 21, 2026
Jorge Padilla, CEO of Meira Wealth, talks about his journey from intern to owner of an independent wealth management firm.