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This article from Stamford Magazine highlights the success story of Bill Raveis, the founder of William Raveis Realty. The article discusses Raveis' journey from starting his real estate empire in a small office above a grocery store to achieving over $20 billion in annual sales. It also mentions the recent challenges faced by the real estate industry, such as changes in sales commissions, and how Raveis and his team are strategizing to overcome them. The article emphasizes Raveis' innovative strategies, his commitment to treating his colleagues like family, and the continued growth and success of his company. [Extracted from the article]

This article from Westport Magazine celebrates the achievements of Bill Raveis, the founder of William Raveis Realty. The article highlights Raveis' journey from starting his real estate empire in a small office above a grocery store to now overseeing more than $20 billion in annual sales. Raveis is praised for his entrepreneurial spirit and his ability to adapt and innovate in the industry. The article also mentions Raveis' plans to counter the changes in the real estate market, specifically the elimination of the traditional 6% sales commission. Overall, the article portrays Raveis as a self-made mogul and a successful figure in the real estate industry. [Extracted from the article]

This article discusses the success and growth of Bill Raveis, the founder of William Raveis Realty, over the past fifty years. Raveis started his real estate empire in a small office above a grocery store in Fairfield, Connecticut, and has since built a company with over 4,500 agents and $20 billion in annual sales. Despite facing challenges and being an outsider in the industry, Raveis has persevered and become a top brokerage in the United States. The article also mentions Raveis' plans to counteract changes in the real estate market, such as the elimination of the traditional 6% sales commission. [Extracted from the article]

This article discusses the importance of considering company stock as part of one's financial planning. It highlights that approximately 32 million people participate in employee stock ownership plans and emphasizes the need for individuals to understand their investing schedule. The article suggests that analyzing factors such as risk tolerance, work horizon, tax considerations, and personal liquidity needs is crucial when deciding whether to buy, sell, or hold company stock. It also mentions the potential risks of holding a concentrated position in company stock and advises readers to evaluate their sentiment and risk tolerance when making decisions about their stock holdings. [Extracted from the article]

This article discusses the importance of considering company stock as part of one's financial planning. It highlights that approximately 32 million people participate in employee stock ownership plans and emphasizes the need for individuals to understand their investing schedule. The article suggests that analyzing factors such as risk tolerance, work horizon, tax considerations, and personal liquidity needs is crucial when deciding whether to buy, sell, or hold company stock. It also mentions the potential risks of holding a concentrated position in company stock and advises readers to evaluate their sentiment and risk tolerance when making decisions about their stock holdings. [Extracted from the article]

The article discusses the importance of considering company stock as part of an individual's financial planning. It highlights that approximately 32 million people participate in employee stock ownership plans and emphasizes the need for individuals to understand their investing schedule. The article suggests that analyzing factors such as risk tolerance, work horizon, tax considerations, and personal liquidity needs is crucial when deciding whether to buy, sell, or hold company stock. It also mentions the potential risks of holding a concentrated position in company stock and advises individuals to evaluate their sentiment and risk tolerance when making decisions about their stock holdings. [Extracted from the article]

The article discusses the importance of having a Family Office for wealthy families, which includes financial advisers, tax professionals, trust and estate attorneys, and insurance advisers. The author emphasizes the need for a cohesive and proactive approach to assembling a team of trusted professionals to manage the family's financial undertakings. The article also highlights the benefits of having a Core Four group of professionals, regardless of the family's level of wealth. The author suggests that integrating planning efforts and determining goals, values, and challenges are crucial for success. The article provides an example of how a couple worked with their team to analyze their investments, retirement accounts, and estate planning to achieve their goals. [Extracted from the article]

The article discusses the importance of having a Family Office for wealthy families, which includes financial advisers, tax professionals, trust and estate attorneys, and insurance advisers. The author emphasizes the need for a proactive approach in assembling a team of trusted professionals to ensure that financial undertakings are integrated and opportunities are not missed. The article also highlights the benefits of having a cohesive group of professionals, referred to as the "Core Four," regardless of the level of wealth. The cost of maintaining a Family Office can be significant, but it is seen as an integrated approach to planning. The author provides an example of how a couple worked with their financial adviser, CPA, and trust and estate attorney to analyze their investments, retirement accounts, and estate planning in order to sell their home to their children and manage their finances effectively. [Extracted from the article]