High Net Worth Estate Planning Series

Diversifying Your Wealth: The Power of Stock Diversification Trusts

February 13, 2024

Join host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame along with guest David Murray, Vice President at Sterling Foundation Management LLC, as they unravel the complexities of managing concentrated positions, exploring the innovative strategy of Stock Diversification Trusts.  Through real-world examples and expert analysis, Mary and David provide invaluable guidance on navigating the intricacies of wealth management and leveraging Stock Diversification Trusts to unlock new opportunities for financial growth and security.