Conversations on planning your family’s legacy
In this audiocast, moderator Jesse Mandell, Senior Vice President on the strategy team at Bank of America Private Bank helping Business Owners and Families is joined by colleagues to discuss the benefits of intergenerational planning – particularly given today’s environment.
The speakers share insights and discuss the impact of planning as a family – regardless of age or circumstance. Learn how and why good plans consider all aspects of families’ personal and professional priorities, and that it is never too early or too late to get started.
Jesse is joined by Mike Pelzar, Head of National Trust Services, Neal Elkin, Managing Director, Senior Portfolio Consultant, Steve Lavner, Managing Director, National Wealth Strategy Group, and Darren Sakurada, Structured Credit Executive.
For additional follow-up, email us or contact your advisor.
Important Disclosures
Opinions are subject to change and as of the date of this recording.
The views and opinions expressed are those of the presenters and are subject to change without notice.
This program is presented for informational purposes only and should not be used or construed as a recommendation of any service, security, or sector.
