Latest News related to Reyes Consulting

Milken Institute Global Conference

We are proud to announce that Reyes Consulting is a sponsor of the 8th annual Milken Global Conference, to be held April 18-20 in Beverly Hills, California.

Additionally, founder and CEO, David Reyes, will moderate a roundtable titled The Largest Transfer of Wealth in History to discuss how baby boomers are facing wealth transfer issues that few advisors, CPA’s, and attorneys are educated or prepared to help facilitate.  Alongside a stellar panel, he will examine this historically unprecedented financial situation and ask the questions and look for real solutions for the record number of business owners that will retire in the next ten years, the impact of intergenerational transfer of real-estate, and the new potential of philanthropy empowered by this historical wealth transfer.

Boomer Magazine Feature on Reyes Consulting

Founder David Reyes was featured in the March edition of Boomer magazine on his role-managing advisers in order to better address the needs of his high-net-worth clients.

Click the image at right to view the article (in PDF format; requires the free Adobe Reader, available for download by clicking here).

     

Reyes Consulting Private Annuity insight in Kiplinger's

Founder David Reyes was featured in the September issue of Kiplinger's on his insight on Private Annuity Trusts. To view an illustration of a Private Annuity offered by Reyes Consulting please click here.

To read the full article in Kiplinger's September issue please click here.