Wealth Strategist, Capital Group
Advanced Tax Planning and Charitable Giving Strategies for HNW Families
Advising high-net-worth (HNW) families requires a sophisticated understanding of topics such as advanced estate planning, gifting and charitable giving strategies, as well as up-to-date knowledge of tax laws, sunset provisions and pending legislation. Advisors must be able to identify and analyze the unique challenges faced by HNW families and develop specific insights to best fit the needs of their clients. This pre-conference workshop will discuss tax planning and charitable giving strategies and solutions and analyze various wealth planning techniques to provide advisors practical application through discussion of specific client case studies.
Leslie Geller is a wealth strategist at Capital Group. She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Geller was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Geller is based in Los Angeles.