Stanley Laman Group
- Devon Berwyn US-PA
- (610) 993-9100
- [email protected]
Director at American Realty Capital Trust (ARCT; NASDQ) Director at New York Recovery REIT Director at Retail Centers of America Director at Business Development Corporation of America, Society of Financial Service Professionals Partners Financial, Director at Matrix Charitable Institute Director at Ceelite Technologies
Established in 1991, the financial advisory firm of Stanley Laman includes a highly-trained staff of tax attorneys, MBAs, chartered financial consultants, certified financial planners, charted life underwriters, and Masters in Financial Services. Clients of Stanley Laman include family trusts, private and public charities, closely held business entities, and institutional investors. One of the key areas of consulting services offered by Stanley Laman focuses on estate planning. The staff includes a cadre of three attorneys as well as a number of planning professionals dedicated to helping clients avoid conflict while developing technical and practical solutions. More than 500 family trusts currently rely on Stanley Laman to assist with investment oversight, tax reporting, and fiduciary accounting, all of which are key elements of a sound estate planning strategy.The estate planning division of Stanley Laman offers a range of services designed to create an effective plan. These include assessing asset flows and taxes, understanding risk tolerance, analyzing assets, and providing guidance on benefits, costs, and risks associated with available options. With regard to business transition planning, the team at Stanley Laman advises clients on the best methods to ensure family retention by active heirs or, as necessary, retention by non-active heirs via professional management services. Prior to founding the firm, co-founders William Stanley and Jim Laman both amassed significant experience in financial advising prior to forming their partnership. Each spent a number of years with Capital Analysts, a nationwide wealth management firm focusing on business and estate succession and investment management for high net worth individuals. They continue to actively lead Stanley Laman today.