Sentences with phrase «family wealth strategist»

Joan Crain, senior director and global family wealth strategist at BNY Mellon Wealth Management, who won the Industry Thought Leader award, noted that many expat workers are surprised to find they owe taxes in the US as well as in their home countries — making them, as she calls it, «accidental Americans.»

«The closer you get to the actual succession, the fewer opportunities you have to structure the right sale, to save on taxes, to prepare your employees and yourself,» says Joan Crain, global family wealth strategist at BNY Mellon Wealth Management, based in New York City.

Not exact matches

Mr. Legeay works closely with Hawthorn Relationship Managers, Wealth Strategists and other advisors to deliver the Hawthorn integrated wealth management experience to a limited number of families and indiviWealth Strategists and other advisors to deliver the Hawthorn integrated wealth management experience to a limited number of families and indiviwealth management experience to a limited number of families and individuals.

Jeff Mills is the Chief Investment Strategist for Hawthorn, PNC Family Wealth ®.

SURPRISING FACT: That to grow family wealth for the good of all members, it's important to seek the advice of not only an investment manager but also an investment strategist who can customize asset allocation, maximize tax management in a portfolio, document investment policy statements, offer ongoing investment education to the family and lead regular meetings and ongoing communications with the family.