Wealth Management

Wealth in A Changing World Episode 1:
Capital Gains and Grantor Trusts

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.

In Episode 1 of 4, they review the potential effect of the Capital Gains Tax proposals for high net worth clients.

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