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Articles
Introduction	Heritage
Our Team	Meet Our Principals
Dean Umemoto	Alejandro Murguia
Wealth Managers	Mark Witaschek
Rob Cordeau	Athena Chang
Athena Chang	Paula Friedman
Eileen O’Connor	Ryon Beyer
Kyle Meyer	Joel Gemmell
Jessica Wunder	Advanced Planning
Virginia Cheung	Investment Management
Bettina Adams	Eva Dunham
Client Services	Pat Ward
Karol Abernathy	Marlene Lee
Samantha Oyler	Lorraine Malo
Why Us?	Fiercely Independent
It’s the process that Counts	Just the Facts
In Good Company	Uncompromising Service
Hand-In-Glove Individualization	Keeping it Simple
Articles	Occam's Razor Newsletters
Quarterly Market Review	Journal Articles & White Papers
Case Studies	Investment Consulting Cases
Wealth Enhancement Cases	Wealth Protection Cases
Wealth Transfer Cases	Charitable Giving Cases
Relationship Management Cases	Informed Consumer
Advisory Model Approach	A Fiduciary Approach
Investment Architecture
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Investment Management
Articles
Investment Management	Overall Philosophy
Portfolio Structure	Integrated Core
How it Works	Active Tax Management
Overlay Management	Built to Fit
Planning for Distributions	Diversifying Concentrated Positions
Preparing Liquidity Events	Diversifying Human Capital
Hedging Restricted Stock	Incorporating Giving Strategies
Maximizing Trust Benefits	Principle Based Investing
Practical Consideration
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Advanced Planning
Articles
Advanced Planning	Wealth Enhancement
Wealth Protection	Wealth Transfer
Charitable Giving	Personal Benchmark Analysis®
Distribution Planning	Wealth Accumulation
Risk Management	Wealth Transfer
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Relationship Management
Articles
Relationship Management	Individuals
Professional Executives	Business Owners
Retirees	Institutions
Endowments & Foundations	Pensions
Corporate Services	Client Professionals
Estate Planning Attorney	Certified Public Accountant
Insurance Specialist
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Announcements
Articles
Client Notice – SEC Confirmation of Accounts
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