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Susan Latremoille

Susan Latremoille and Peter Creaghan , experienced financial advisors who custom-design an investment portfolio for the family that provides lifetime income, tax sheltered, for Victor and Anne, and guaranteed liquidity for their estates Steve Landau and Pearl Schusheim , who are the architects of a tax plan that provides a substantial tax reduction on their transaction and diffuses an overlooked estate planning problem Tony Ianni , an investment banker who provides the Banks family with a...See more