Women make up a large percentage of our clients. Like any client, they come from varying situations and with different needs.
Attorneys, CPAs, architects and physicians are among the “professional service providers” of our affluent clients.
As a business owner or executive, you know that a well-qualified, experienced CFO is one of the most valuable assets in your organization.
This article on endowment funds originally appeared in September 2014 on Smith & Howard's web site.
This article on "Romancing" your nonprofit's brand provides insights into attracting and keeping donors.
An exit strategy is a plan for passing on responsibility for running the company, transferring ownership and extracting your money from the business. This requires planning well in advance of the transition.