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"Wealth Matters' is a podcast where the attorneys at Gaslowitz Frankel LLC discuss the opportunities and challenges associated with preserving and managing wealth. Each month, we invite wealth and asset...
show more
"Wealth Matters' is a podcast where the attorneys at Gaslowitz Frankel LLC discuss the opportunities and challenges associated with preserving and managing wealth. Each month, we invite wealth and asset management professionals to join us for a lively and thoughtful discussion of how to best protect, manage, and grow wealth.
show less
Wealth Matters
Wealth Matters
Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
26 JAN 2022 · Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in [...]
Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
27 OCT 2021 · Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education [...]
Spotlight on Conservatorships and Guardianships
22 SEP 2021 · Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael [...]
Investing for the Long Term: What You Need to Know
26 AUG 2021 · David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment [...]
So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
29 JUL 2021 · Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip [...]
Estate and Financial Planning for Families with Unmarried Partners
28 APR 2021 · Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support [...]
Simplifying and Managing Your Finances for When You Age and Beyond
24 MAR 2021 · Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. [...]
It's Complicated: Estate Planning for Blended Families
24 FEB 2021 · Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates [...]
Understanding the IRS Collection Process
27 JAN 2021 · Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands [...]
Philanthropy in 2020 and Beyond
20 DEC 2020 · Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. Previously, Christy served as managing director, philanthropic counsel at the [...]
"Wealth Matters' is a podcast where the attorneys at Gaslowitz Frankel LLC discuss the opportunities and challenges associated with preserving and managing wealth. Each month, we invite wealth and asset...
show more
"Wealth Matters' is a podcast where the attorneys at Gaslowitz Frankel LLC discuss the opportunities and challenges associated with preserving and managing wealth. Each month, we invite wealth and asset management professionals to join us for a lively and thoughtful discussion of how to best protect, manage, and grow wealth.
show less
Information
| Author | BRX Studio 102 |
| Organization | BRX Studio 102 |
| Categories | Investing |
| Website | - |
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