Sentences with phrase «generational wealth planning»

Christina Mesires Fournaris advises clients on estate, tax, and generational wealth planning.

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At Klingenstein Fields Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic wealth and philanthropic goals.

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

Even among generational wealth families in LatAm, many of whom have had wealth outside LatAm for decades, until relatively recently their planning has tended to be less sophisticated.

Conclusion By including an LTC / life plan in your retirement portfolio, you gain the opportunity to leverage a lump sum of your retirement savings for multiple benefits, including both generational wealth transfer and long - term care protection on a tax - favored basis.