Participating Advisors

 

 

 

HOME


OVERVIEW

 

THE FACTS

 

USE OUR RESOURCES

 

THE TERMINOLOGY:
WHAT IS A BEQUEST?

 

HOW DO I LEAVE A BEQUEST?

 

LEAVE A LEGACY  TEAM

 

CONTACT US

 

J. Lawrence Lipton
Vice President
Citigroup Smith Barney
4000 Town Center, Suite 1800
Southfield , MI 48075
Phone: (800) 879-9863
Fax: (248) 358-7157
james.l.lipton@smithbarney.com

We thank these groups and individuals for their continued involvement and support:

 

 

Partnership Recognition (Based on cumulative support since 1997)

2006 Partners

2007 Partners

Non-Profit Organizations

Professional Advisor     Directory

Steering Committee

Professional Organizations

Trust Department Directory