Chris Castellano spoke on a panel at BNY Mellon | Pershing Insite23 in Orlando, Florida. In the panel, titled “Growing Your Business with Intergenerational Planning,” Chris uncovered best practices of intergenerational family wealth planning through financial planning, including tax and estate planning, to help clients pass money and assets to children and grandchildren.
Click here to learn more about BNY l Pershing Insite23.
