Gifting Wealth Through Education

When a child comes into the world, we spend ample time considering how to protect and prepare them for the life ahead. For most, creating a plan that incrementally saves for big ticket items like education, possible medical needs or celebratory events is part of every parent’s job.


Continuing Ed for OC’s Community of Business

A single day last week bought a plethora of practical and poignant reminders that business is about continuing education at is core … It started at the Pacific Club, where Whittier Trust gathered a group of friends and clients for a recent breakfast and outlook, with CIO Sandip A. Bhagat chatting up legendary “value investor” Mario Gabelli.


Business Wire – Napa Valley Festival del Sole Celebrates Record-Setting Landmark Tenth Season

Napa Valley Festival del Sole announces record setting results following the conclusion of its tenth season. Over the course of the ten-day celebration, the festival welcomed more than 10,000 attendees to 60 events at nearly 40 venues throughout the Napa Valley. In total, 150 wineries, hotels, resorts, theaters, restaurants, and vintners took part in Festival del Sole. One of the country’s premier summer events, the festival has put Napa Valley on the map as a cultural destination.


Fastest-Growing Family Office Rides Rise in Ultra-Rich

Elliot Dornbusch runs a family office in Miami for a select group of clients -- and he wants to keep it small. That’s gotten harder in the past two years. Dornbusch, 40, is chief executive officer of CV Advisors LLC. CV beat the behemoth family offices for a second year in a row to become the fastest-growing firm in the Bloomberg Markets annual ranking of the richest family offices. The firm saw assets under advisement grow 40 percent in the year ended on March 31, to $3.5 billion. In the prior year, its assets had doubled, Bloomberg Markets magazine will report in its December issue.