Nicole Hart, J.D. | Source | Senior VP, Trusts & Estates at Wealthspire Advisors

Nicole Hart, J.D.

Senior VP, Trusts & Estates at Wealthspire Advisors and 3 other companies
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  • Now we’re striking while the iron is hot and reaching out to clients. The interest rates right now are so low, which means that the hurdle rate for making the strategy successful is lower.

    3 September 2020
Media
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  • article
    Pass it along - InvestmentNews
    Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS.
    3 September 2020
Employment
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