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Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In this difficult market environment, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.
— Mark Allen, CEOLearn About Our Team »
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Typically, an individual creates and funds the trust, and names himself or herself as both the trustee and sole beneficiary for his or her lifetime (if married, both spouses are typically named beneficiaries).Read More