Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

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Meet the Author

Daniel Park

Blue Owl

Dan is a Partner in the New York office and has more than twenty years of experience counseling corporate executives and high-net-worth individuals and families in tax, investments, insurance, company benefits, estate planning, and retirement planning. He leads the firm’s Executive Financial Counseling practice and is a member of the Personnel Development Committee. Prior to […] ...

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Q1 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q1 Webinar: navigating U.S. growth slowdowns, Fed rate cuts, inflation trends, global equity market shifts, and fiscal deficit challenges in an election year.

Q4 2023 Economic and Market Outlook Webinar

In this webinar, our Investment Office will discuss inflation, the strength of the economy, risk of recession, key risks to the market in 2024, and more.

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

Navigating International Estate Planning: Preserving Your Global Assets

Please join us for an engaging and informative webinar designed to introduce you to the key components of international estate planning. As we are living in an increasingly globalized world, estate planning has transcended beyond borders, making it critical to understand the various rules, regulations, and potential pitfalls across different jurisdictions.

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Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard

Lead Concierge

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
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Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.