Meet The Team We’re Fun, Social & Business Savvy. Kathleen Brogan Vice President of Insurance Services, Exemplar Companies, PBC WHAT I LOVE ABOUT EXEMPLAR I support the Managing Director of Insurance Services developing and maintain brokerage lines of...
Meet The Team We’re Fun, Social & Business Savvy. Lisa Seim Capital Markets Advisor,Exemplar Consulting, LLC WHAT I LOVE ABOUT EXEMPLAR Collaboration is key! Connecting the dots with a firm that runs their business using “out of the box thinking....
Boston, MA | February 2021: Exemplar Companies, PBC, an integrated tax, law, strategy, and capital professional services firm, announced that it has launched a Debt Capital Advisory Group which will be led by Katherine Brand, Managing Director of Strategy in Boston,...
Boston, MA | January 2021: Exemplar Companies, PBC, an integrated tax, law, strategy, and capital professional services firm, announced that is has opened a new office in Delray Beach, Florida. Stephen White, Managing Director of the firm’s insurance and financial...
Estate Planning: Potential Estate Tax Changes In 2021 Here’s What You Need to Know Estate planning has become a very hot topic lately, but most people think estate planning is for the uber wealthy. However, the estate tax benefits may revert back to lower levels...
