18 Jan 2022

Bloomberg Estate Gifts and Trusts Journal (Jan. 2022): Expanding the Benefits of a Family Office to the High-Net-Worth Client

The benefits of a Collaborative Family Offices for the client & advisor are making their presence felt in Long Island, NY. My latest article for the Bloomberg Tax Management Estates, Gifts and Trusts Journal takes an in-depth look at this topic.

Bloomberg-EFT-Family-January-2022