Wealth Management
Wealth in A Changing World Episode 1:
11.03.21
To kick off our Wealth in a Changing World series, Managing Partner, Andrea Baumann Lustig recently sat down for 4 conversations with Lydia Vercelli, Partner at BDO on the impact of President Biden’s proposed tax law changes.
Fischer Stralem Advisors: Resourceful problem solvers
serving as our clients’ wealth management team quarterback
to create a cohesively integrated plan.
Contact UsIn Episode 1 of 4, they review the potential effect of the Capital Gains Tax proposals for high net worth clients.
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serving as our clients’ wealth management team quarterback
to create a cohesively integrated plan.