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With wedding season fast approaching, brides and grooms are beginning to think about gowns, tuxes, receptions and honeymoons. While a wedding should be about romance and beginnings, marriage has an added dimension: business.

The SHWM team works with nonprofits, including endowments and foundations, to provide thoughtful, goal-oriented wealth management services.

Tax-efficiency isn't exactly a hot cocktail party conversation. But when investors can lose almost 50% of their investment returns to taxes, it's time to talk about it.


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