Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts. Take time at year-end and during the year to consult with your tax and financial advisors to optimize your giving.
Private Wealth Management
Developing Pathways to Planned Giving and High-Impact Philanthropy
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Storable Has Acquired Newbook
William Blair acted as the exclusive financial advisor to Storable, Inc., a portfolio company of EQT, in connection with its acquisition of Newbook, a portfolio company of Potentia Capital.
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