Crestone Capital Advisors LLC Holds First Annual 'Finding Meaning in Money Symposium'.World Renowned Financial Experts in Denver to Advise Successful Entrepreneurs on Balancing Family, Philanthropy and Wealth BOULDER, Colo. -- Crestone Capital Advisors LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , a leading provider of wealth advisory services advisory services advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal to entrepreneurs and their families, is holding the first annual "Finding Meaning in Money Symposium" today at the Ritz Carlton hotel Carlton Hotel can refer to:
"With so much time and effort focused on making money, little attention is paid to how to live a responsible and fulfilling life once wealth is achieved," said Eric Kramer, principal, Crestone Capital Advisors LLC. "The goal of this symposium is to help our clients address this issue, focusing on the topics of family, career and philanthropy and, ideally, helping them to make choices and plans that will not only continue to grow their financial portfolio but also enable them to build strong families and positively impact the world at large." Featured speakers at the conference include Charles Collier Charles A. Collier (1848 – September 28, 1900) was an American lawyer and politician. His wife, Suzie (b. ???? - d. 1897) was the daughter of William Rawson. [1] A native Atlantan, son of Judge John Collier with whom he practiced law for many years. , Senior Philanthropic Advisor at Harvard University Harvard University, mainly at Cambridge, Mass., including Harvard College, the oldest American college. Harvard College Harvard College, originally for men, was founded in 1636 with a grant from the General Court of the Massachusetts Bay Colony. ; Chris Crane, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Opportunity International, one of the largest microfinance organizations in the world; and Michael Potts, CEO of the Rocky Mountain Institute The Rocky Mountain Institute (RMI) is an organization in the United States dedicated to research, publication, consulting, and lecturing in the general field of sustainability, with a special focus on profitable innovations for energy and resource efficiency. , an independent, entrepreneurial, nonprofit organization Nonprofit Organization An association that is given tax-free status. Donations to a non-profit organization are often tax deductible as well. Notes: Examples of non-profit organizations are charities, hospitals and schools. that shows businesses, communities, individuals, and governments how to create more wealth and employment. Collier, whose general session will open the conference, is the author of the book Wealth in Families and has worked with hundreds of individuals to shape their philanthropy, help them make tax-wise gift decisions, and advise them on family relationship issues surrounding wealth. In his session, Collier will discuss the challenges and opportunities families face and how conversations about finances can strengthen the family unit. He will also provide fresh insight on how to develop the four basic components that comprise family wealth: human, intellectual, social, and financial capital. Symposium speakers Crane and Potts will both be presenting at the general session. Crane, who as CEO of Opportunity International has committed to help 100 million people rise above poverty by 2015, will be presenting "A Business Solution to Poverty," a discussion on the far-reaching effects of microfinance on impoverished nations. Leveraging his decades of business and financial experience, including his role as a Managing Partner with Galway Investments, an investment firm focused on alternative public offering strategies for small- and mid-cap companies, Potts will hold a session entitled "The Energy Imperative," which will examine current challenges in energy generation and consumption. Symposium materials are available to press upon request. About Crestone Capital Advisors LLC Crestone Capital Advisors LLC provides fully integrated investment management and wealth advisory services to a select group of entrepreneurial clients nationwide. Crestone helps clients protect and enhance their wealth, simplify their financial lives and achieve their evolving personal and financial goals. Crestone's services include investment strategy and management, estate and philanthropic planning, income tax planning Tax planning Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer. and reporting, financial and cash flow planning, personal financial statement maintenance, and investment portfolio reporting. The firm currently advises over $1.3 billion of client assets and serves 41 clients, concentrated in Colorado, California and New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of . For more information, go to: www.crestonecap.com. |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion