Peter May Email & Phone Number

Philadelphia, PA, US

At 1031 Sherpa, we assist clients in offereing 1031 exchanges by leveraging Exchange Manager ProSM, the patented 1031 exchange workflow technology, and the processing capabilities of one of the nation's largest Qualified Intermediaries, Accruit, owned by Inspira Financial.

Exit, diversification and cash flow strategies for owners of investment real estate (commercial & residential). We provide oversight & guidance within the guidelines of 1031 / 1033 exchanges and Delaware Statutory Trusts (DST), including casualty loss & involuntary conversion events. Our approach provides the opportunity to deliver distinctive generational.

Cornelius, NC, US

Providing expanded guidance and oversight across all aspects of clients' lives to improve their financial and more importantly, their non-financial well-being....using a transformative approach to navigate clients to their "ideal".Investment advisory and financial planning services offered through Alphastar Capital Management, LLC; a SEC registered.

Our group was created to promote the discussion of art issues by lawyers, accountants, trust officers, financial planners, insurance agents, artists, professors, students and more.Since our beginnings, we have been able to share solutions and to solve problems within the immediate and extended art & collectibles community....Planning / Buying / Selling /.

This is a closed group formed exclusively for owners, CEOs and business leaders of companies headquartered in and around the greater Philadelphia and NYC areas. Additional members include those that actively engage in providing thought leadership, insight and engagement. Membership is by invitation only.The purpose of the group is to discuss challenges.

This community is for people with family trusts and their professional trust & estate advisors to network with one another and share information and best practices. If you have responsibility for your family's trust and estate planning or management, or are a trust and estate attorney, wealth advisor, CPA, estate planner, trustee, or advisor on wills.

Document Trunk* It started with a need* A proactive approach to digital storage* Your life and your wishes are too important for just a computer* Making sure your last word will be delivered, seen and acted upon by those that need to know* http://www.documenttrunk.com/#1276

Jersey City, New Jersey, US

Arts to Grow works with schools and community organizations in the NY/NJ metro area to provide art programs that change children's lives, inspiring them to love to learn and helping them discover their personal, intrinsic motivation. The programs are highly tailored to meet the specific needs of each group of children. Classes in the performing, visual and.

The NAEPC Education Foundation assists the public to improve financial awareness and financial literacy while providing high-level educational materials and continuing programs to the professional community in support of the public's estate and financial planning needs.As a 501(c)(3) nonprofit organization The NAEPC Education Foundation generates operating.

Philadelphia, PA, US

The Mann has a commitment to education and community engagement through its Access the Arts programs. Today 50,000 complimentary admissions are made available through 350 local community service and charitable organizations and the free lawn ticket program. Additionally, the Mann’s education initiatives reached over 54,000 underserved youth in 2008 with.

Philadelphia, Pennsylvania, US

The Philadelphia Orchestra's Planned Giving Advisory Committee is made up of a select group of professionals from the fields of law, financial planning, banking, trusts, investments and insurance. We take this opportunity to thank these professionals who have demonstrated a supportive commitment of their time and expertise to The Philadelphia Orchestra..

The ARA is a group of leading professionals who represent a wide spectrum of the fine and decorative arts, with expertise in the maintenance, planning and disposition of these properties. The goal is to provide a forum for collectors, professionals, and cultural institutions and to educate and advise regarding the stewardship and disposition of cultural.

Pitcairn is one of the world’s preeminent multi-family offices, dedicated to helping families sustain and grow the substantial, and often complex, financial assets and the unique heritage of its clients across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office industry since its inception as a family.

Comprised of thousands of works, Woodmere Art Museum’s Permanent Collection focuses on the art and artists of the Philadelphia region. The Museum has an active acquisition program that seeks to develop a comprehensive sampling of artwork by influential artists from throughout the City's long history, from Benjamin West to Nelson Shanks.

San Francisco, California, US

Manage individual book of business. Case range ($5M - $500M). Ranked Top New RM in 2006. Generated new leads from centers of influence and external referrals regionally and nationally. Designed art panel seminars with strategic partners both internally and externally resulting in new business. Expanded revenue stream through art and collections from.

San Francisco, California, US

Facilitated case management in collaboration with RMs. Case range ($10M - $500M). Developed new revenue stream concept for art and collections from inception to implementation in corporate setting. Designed art panel seminars with strategic partners. Broadened contact base to national level. Referred to as a subject matter expert in art planning for trade.

Managed the Financial and Estate Planning segment of Wachovia's initial Family Office Practice. Interacted with internal partners and other professionals within the Practice. Subject matter expert - the.caliber.papers (Quarterly Journal for Calibre's Client Families) (Winter 2002 & Summer 2003).

Managed Design/Technical Support unit. Interacted with Senior Business Advisors, Estate Planners, Financial Planners and other professionals within Financial Planning Group. Designed business succession, charitable strategies and estate plans for privately held and/or family owned corporations. Researched, analyzed and evaluated restructuring, design and.

Integrated boutique design approach into new corporate structure. Part of national footprint design team.

Designed and supported solutions for M&A consulting, execution, as well as business succession, charitable strategies and estate plans for privately held and/or family owned corporations. Researched, analyzed, and evaluated restructuring, design and planning alternatives for clients with minimum net worth of $20 million and exceeding $100 million..

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Llm, Tax

Jd, Tax

Bsba, Accounting

Education record