Brothers Ned and John Montag, CEO and President/CIO respectively, presented a program at the sixty-fourth annual ESTATE PLANNING INSTITUTE in Athens, GA. A program of the State Bar of Georgia’s Institute of Continuing Legal Education, the meeting was attended by 300 Georgia-based estate planning practitioners. The meeting took place February 8-9, 2019. Ned and John’s Saturday morning presentation was titled “Keeping it Real: Managing Investment Priorities as a Fiduciary.”
