INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT T: 626.792.2228 LOG IN ABOUT Safeguarding Your Assets The assets we manage for you are held in your name by qualified custodians. They execute and provide confirmation of all transactions we recommend. Clifford Swan will review all reporting from your custodian and can, upon your request, also review statements from any other custodians acting on assets outside the scope of our recommendations. We gladly provide this additional service to limit your exposure to risk, and to bring greater clarity to your overall financial picture. As an independent firm, we are free to use any broker/banker custodian who meets our standards and will gladly use a specific custodian you request. MANAGE WEALTH A NEW ERA IN DEATH AND (ESTATE) TAXES Carlota B. Venegas MANAGE WEALTH A NEW ERA IN DEATH AND (ESTATE) TAXES Carlota B. Venegas INSTITUTIONS GOODBYE TO THE STRETCH-IRA AND HELLO TO TESTAMENTARY CHARITABLE GIFT ANNUITIES AND TESTAMENTARY CHARITABLE REMAINDER TRUSTS Kenneth H. Dike STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer Form CRS