It’s been a strong few weeks for Crestwood in the press. Across national outlets and leading industry publications, our advisors have been sought out to weigh in on everything from estate and succession planning to the future of the profession to what’s moving the markets. Here’s a look at where you can find the team this month.
Katie Sheehan on Estate Planning, From Succession to Send–Offs
Katie Sheehan, Managing Director and Wealth Strategist, had a busy August. In the Wealth Strategies Journal, Katie authored “Putting the Success in Succession Planning,” making the case that the strongest business transitions don’t rely on a single technique, but integrate estate planning, tax strategy, governance, and family dynamics from the start. Drawing on nearly three decades in estate planning, she walks through the questions an advisory team should ask before recommending any gift, trust, or sale strategy, and why succession planning is best treated as an ongoing process rather than a one–time transaction.
Katie also brought her estate–planning background to Kiplinger for “Why Pre–Planning Your Funeral Is the Ultimate Final Gift to Your Family,” speaking to the fine print families should watch for in prepaid funeral arrangements and the peace of mind that comes from documenting final wishes as part of a broader estate plan.
Paul Gaudio and Logan Ribeiro in the Journal of Financial Planning
In the Journal of Financial Planning’s “Next Generation Planner” series, Crestwood’s Logan Ribeiro interviewed colleague Paul Gaudio, Director and Wealth Planner and NexGen Chair for FPA of New England, about his path into the profession. Paul reflects on the unconventional way he broke into the industry as a college student, and the lesson that’s stuck with him since: that earning a client’s trust has far more to do with listening well than with having every answer. It’s a candid, worthwhile read for any planner early in their career, and a nice showcase of the next generation of talent at Crestwood.
Jason Hendricks on the Markets, for The Wall Street Journal
Portfolio Manager Jason Hendricks was called on twice this August by The Wall Street Journal for his take on market conditions: once as stocks slipped for a second straight session amid rising oil prices, and again on what growing federal deficits could mean for Treasury yields. It’s a reflection of the kind of steady, plain–spoken market perspective clients and reporters alike turn to Jason for.
This coverage reflects the range of expertise across our team, from technical estate and tax strategy to the everyday judgment calls that shape client relationships and market outlooks alike.
