Amy Jucoski | Source | Managing Director, Legacy and Wealth Planning at Abbot Downing
Amy Jucoski
Managing Director, Legacy and Wealth Planning at Abbot Downing
Recent Quotes
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We need to know what the next generation does and doesn’t care about. There’s a high need for transparency with this generation.
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Preserve family wealth—and your practice—by engaging the next generation
As wealthy Baby Boomers transfer their assets to Millennials, CPAs can help families preserve their assets and build loyalty to the firm by developing relationships with the younger heirs.
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Employment
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Abbot Downing
Managing Director, Legacy and Wealth Planning
started Aug 2012