10/07/2026
A look back at an incredible evening at 40 Westt. 🎥
Last week, we had the pleasure of bringing together clients, friends and partners for A Conversation on Tax-Efficient Wealth—an evening focused on good food, great conversations, new connections and, of course, financial education.
We explored different perspectives on critical illness protection, taxation, tax-efficient investment strategies and how thoughtful financial planning can help business owners and families better protect, structure and eventually access the wealth they’ve worked hard to build.
A huge thank you to Francis and Jeremy from Dynamic Funds for sharing their knowledge, and most importantly, thank you to all of our clients and guests who joined us and made the evening what it was.
At Ashlar, we believe financial advice should go beyond products and numbers. It should be about education, relationships and helping people make better-informed decisions about their future.
Here’s a little recap of the evening. We’re already looking forward to the next one!
RetirementPlanning TaxPlanning ClientAppreciation