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1 min read

Creating Growth Through Operational Improvements

Regardless of the type of Private Equity investment, creating value is always the primary goal; at Carmel, we aim to achieve this in various ways:

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2 min read

Alternative Investments: We Focus on Growth Equity

Private Equity (PE) exposure plays a crucial role in a diversified portfolio, offering numerous benefits to investors and companies alike. Besides...

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2 min read

Navigating Private Equity Investments

Some may argue that Private Equity investments have shown resilience during periods of high volatility; however, to maximize private equity's...

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2 min read

Strategic Philanthropy: Maximizing Impact While Minimizing Taxes

Successful philanthropy involves more than just generous giving. It requires thoughtful planning and strategic decision-making, especially when it...

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2 min read

Do I Need A Multi-Family Office?

As individuals, families, and businesses accumulate wealth, their financial lives inevitably become more complex. With this complexity, a...

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1 min read

Carmel Capital Partners Announces the Appointment of Wealth Advisor Chelsey Frate

SAN DIEGO, November 8, 2023 (Newswire.com) - Carmel Capital Partners, a boutique private wealth management firm headquartered in San Diego, is...

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4 min read

Concentrated Stock Position: A Double-Edged Sword

In an investment landscape where prudence dictates diversification, having a concentrated stock position can appear as a double-edged sword. On one...

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1 min read

Carmel Capital Partners Welcomes Institutional Equity Specialist Kevin E. Silverman, CFA®

San Diego, California--(Newsfile Corp. - October 11, 2023) - Carmel Capital Partners, a boutique private wealth management firm headquartered in San...

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2 min read

Why Aren't We in a Recession?

The economy, in many aspects, resembles a living entity much like ourselves. It is capable of making decisions, yet its behavior is not entirely...

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2 min read

Maximizing Wealth Preservation: The Crucial Role of Early Business Succession Planning

For the families we serve, the accumulation of assets and the growth of their businesses are often a result of years of hard work, dedication, and...

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