Wealth Management
Wealth in a Changing World Episode 3:
11.18.21
To continue 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 3 of 4, they discuss irrevocable life insurance trusts and steps you can take to prepare for potential changes.
Please do not hesitate to reach out to us with any questions or concerns you may have.
serving as our clients’ wealth management team quarterback
to create a cohesively integrated plan.