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Generational Wealth: When to Engage Your Children

By Larry Mendel, Vice President of Sales   Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.     These clients … Read More

SALE or NOT A SALE, That Is the Question

By LARRY MENDEL — Vice President of Sales When is a discount really a discount?  What is it that you are actually paying for?  As we are firmly in the holiday shopping season, we are bombarded with the word “SALE” which … Read More