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.

Please do not hesitate to reach out to us with any questions or concerns you may have.

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