Ted Furniss – Leader of Inlet Private Wealth®

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As recently published by Gulfstream Media,

Chief Investment Officer Ted Furniss is an independent thinker who enjoys the intellectual stimulation of analyzing investments.  His firm, Inlet Private Wealth®, differentiates itself from the rest by customizing the investments it manages for clients to meet specific financial objectives.  The company caters primarily to those with $5 million or more to invest whose objectives are too complex to properly be addressed by a generic asset allocation strategy.

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The Importance of Post-Mortem Planning – August 2019

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Post-mortem planning is a concept derived from the inability of estate planners to predict the future.  Given how quickly tax laws and circumstances can change, it is unlikely that a planner will be able to anticipate every variable that an executor or trustee will face after your death.

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Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC registered investment adviser with a principal place of business in Jupiter, Florida. Inlet Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.

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