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At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization. Regardless of where you`re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We`ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. Non-profit organizations can move confidently into the future by properly utilizing tools such as planned giving strategies and endowments. In order to capitalize on the wealth of available gifts, our team of asset managers and non-profit consultants will help your organization to establish and execute wise pathways for charitable giving. We partner with businesses and non-profits to help them navigate the complicated world of pensions, retirement plans, and other employee/staff benefits. We have a dedicated team of pension consultants to help you design and administer effective benefit packages. Succession and transition planning provides guidance with things such as acquisitions, mergers, and passing on the business to someone else.
EDRM creates practical resources to improve e-discovery and information governance. Launched in May 2005, EDRM was established to address the lack of standards and guidelines in the e-discovery market. In January 2006, EDRM published the Electronic Dis...
MindVault Inc. is a Toronto, ON-based company in the Business Services sector.
The Calida Group is a leading developer, investor, and operator of multifamily real estate properties in the western United States. Founded in 2007 by Douglas Eisner and Eric Cohen, the principals have developed or acquired more than 16,000 multifamily units, and its senior management combines over 100 years of real estate experience. Calida invests roughly $1 billion annually across three primary strategies (Development, Value-Add Acquisitions and Core-Plus Acquisitions) on behalf of a series of discretionary commingled funds serving the family office and ultra-high net worth communities, as well as forming partnerships with many of the nation`s largest financial institutions. Calida begins with strategic and creative deal sourcing methods to identify investment opportunities that are often completely off market or otherwise less competitively advertised. Then, by leveraging the firm`s lifestyle-oriented design capabilities and operational expertise, Calida tailors unique business plans for each asset. Finally, by meticulously implementing these business plans while managing construction risk, conservatively financing each property and employing thoughtful tax planning, Calida is able to create superior investment opportunities with lower risk than would typically be expected in deals of similar return profiles.