Shows
Music to My HeirsHow to Keep Your Assets but Give Away the GrowthStephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski is a National Managing Director of Wealth Strategies. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Prior to joining Bernstein in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools...2018-12-1617 min