Podcast: Play in new window | Download
In this episode of the Wealth and Law Podcast, Brent Nelson speaks with Stephen Liss, Partner at Dungey Dougherty PLLC, about his transition from private practice to wealth management and how his experience in both law and financial services shapes his approach to advising high-net-worth individuals and families.
Stephen’s practice focuses on domestic and international estate and tax planning, tax minimization strategies, life insurance planning, and charitable giving. A Fellow of the American College of Trust and Estate Counsel (ACTEC) and a Chambers-rated attorney for Private Wealth Law in New York, Stephen brings a unique perspective to the intersection of legal practice, financial strategy, and wealth preservation.
Drawing on his experience as a former partner at Withers Bergman LLP and ArentFox Schiff LLP, as well as seven years working as a strategist at leading financial services firms, Stephen shares insights into the evolving relationship between legal counsel and wealth management and the value of an integrated approach to serving affluent clients and their families.
He can be found at: Stephen Liss | Dungey Dougherty PLLC
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. This podcast may be considered attorney advertising. This podcast does not create an attorney-client relationship and is not a legal opinion or legal advice.
If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to Team – Wealth and Law.
Legal Disclaimer: Legal Disclaimer – Wealth and Law
Leave a Reply