Reef Point, LLC announced the addition of Paul Brar as Director of Business Development. This significant addition to the team allows Reef Point to further expand its Deferred Sales Trust™ services, and create awareness about this underutilized tax strategy.
Press Release
Press Release: Estate Planning Team Welcomes PIMCO Alumni to their Network of Professionals
Press Release: California’s Estate Planning Team brings on acclaimed PIMCO cadre to form a first-rate alliance. This newly minted Advisory Team specializes in investment consulting, asset allocation, and EPT’s members-only DST investment strategy.