Dave Coffaro

Head of Industry

Atticus Magazine® articles by Dave Coffaro

Graphic illustration of two thumbs arguing with one another during a thumb war style handshake

Keeping Peace while Keeping Pace

Estate settlement is no easy feat. But beyond the procedural responsibilities, there are also significant emotional aspects. These are some helpful tips for keeping peace, while keeping pace, during estate settlement.

Dave Coffaro

Estate Settlement

flat lay image of journal doodle asking what's next

You’ve just been named executor… Now what?

Being named an executor of a loved ones estate is an honor, but it comes with a lot of work. Atticus will show you what you should think about if this opportunity comes up, and what questions to ask.

Dave Coffaro

Executors

red paper airplane leads ahead of other airplanes

Asking the right questions to navigate disruption

Fintech start-ups promise to solve many of the problems confronting customers, by providing technological advancements that can lead to market disruptions. But it's not enough for banks and financial institutions to say that tech will solve theirs, and their customers problems, if they don't take the time to ask the right questions.

Dave Coffaro

For Advisors

Atticus Resource articles by Dave Coffaro

No items found.

Atticus Glossary® articles by Dave Coffaro

No items found.

Dave Coffaro

An interview with Atticus' Dave Coffaro

Atticus Magazine® articles by Dave Coffaro

Keeping Peace while Keeping Pace

You’ve just been named executor… Now what?

Asking the right questions to navigate disruption

Atticus Resource articles by Dave Coffaro

Atticus Glossary® articles by Dave Coffaro

Products

Learn

Company