Celebrity Estates: Wills of the Rich and Famous
Business:Investing
Uncut Gems star Julia Fox recently went viral for posting a TikTok video showcasing her home, which was modest compared to the extravagant wealth you expect from someone wealthy and famous. Today, many millennials are shifting away from buying luxury homes.
In this episode, David Lenok speaks with Kelley Wolfington, Senior Wealth Strategist at SEI Private Wealth Management, on why the housing trend for high-net-worth individuals is shifting and how it reflects the current values passed on to the next generation.
Kelley discusses:
Resources:
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About Our Guest:
Kelley Wolfington provides holistic advice in the areas of trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning and family communications strategies for ultra-high net worth and high net worth individuals and families. Her responsibilities include collaborating with internal and external colleagues and partners to craft and deliver such advice as well as develop strategies, techniques, tools and materials related to these advisory areas. She helps facilitate a perpetual process to improve her clients’ condition by working with them to navigate goals, values and visions for themselves, their families and their communities.
Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)
Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue
Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan
Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua
Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro
Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley
Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro
Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner
Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen
Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
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