Clifton
Clifton is a lens into modern wealth. In our seats, we've seen wealth accumulated in various ways. No individual's story is the same, but we can learn from how they've each forged their path toward success.
Featured Post
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Ray Denis
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September 4, 2023
What is Sandbox Wealth?
Sandbox pairs novel technologies surrounding payments, data aggregation, AI, and open banking to deliver a new platform solution for wealthy families and investment advisors.
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Article
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5 Minutes
September 4, 2023
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Ray Denis
What is Sandbox Wealth?
Sandbox pairs novel technologies surrounding payments, data aggregation, AI, and open banking to deliver a new platform solution for wealthy families and investment advisors.
Read More
Article
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4 Minutes
August 23, 2023
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Ray Denis
Why RIAs Manage Banking
Cash management is a major part of managing wealth, but many often conflate "investment cash" with "operating cash," and that very often isn't the case. Investment Advisors can gain new insights and better manage client relationships with banking.
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Article
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8 Minutes
August 14, 2023
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Ray Denis
Why Wealthy Clients Borrow
Wealthy families maintain roughly 9% of their assets in cash and cash equivalents, which is sometimes insufficient to cover liquidity needs. Rather than derail well thought out investment strategies, short term borrowing is a common solution.
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