San Francisco, California
London, United Kingdom
For most people, saving enough for retirement is a painstaking process extending over years, but for many entrepreneurs, retirement planning comes down to a single transaction that transforms business assets into liquid wealth. Entrepreneurs focus so intently on building their business that they often forget to plan for their future. While it may feel premature, it's important to start contemplating these important issues now in order to secure and maximize future wealth. In this program, Anne Bucciarelli, CFA of Bernstein’s Business Advisory Services, will discuss what every entrepreneur needs to know to protect their future wealth for themselves and their family.
Topics will include:
- How to evaluate various succession options and exit strategies
- Comparing deal structures and the impact on personal finances
- Tax and estate planning strategies for one or multiple generations
Anne K. Bucciarelli is a Specialist in the Wealth Management Group of Bernstein Global Wealth Management and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions, including concentrated stock exposure and planning for corporate executives. Ms. Bucciarelli is also responsible for providing investment advice and solutions to corporate retirement plans, foundations and endowments. She has been the coauthor of and a contributor to the firm’s published research on several topics. Ms. Bucciarelli joined Bernstein in 2004, became an analyst in the Wealth Management Group in 2006, and assumed her current position in 2010. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst (CFA) since 2011, she is also a member of the New York Society of Security Analysts (NYSSA) and is a founding member of the American Brain Foundation Ambassador Program.
Doors will open for networking at 9:30am.
This program is part of McCarter & English’s ongoing series at CIC on legal and business topics for entrepreneurs and emerging companies. Programs are held once or twice each month and are open to members of the CIC and their guests, as well as to the greater Boston entrepreneurial community. Contact: Benjamin Hron, 617-449-6584, firstname.lastname@example.org, @HronEsq
About the McCarter & English Emerging Companies Group
McCarter’s Emerging Companies Group is dedicated to helping entrepreneurs build and finance their businesses. The group is composed of tech-savvy lawyers who have helped build, grow, sell and take public companies across the full spectrum of businesses, including Internet, software, medical devices, new media, life sciences, cleantech, healthcare, consumer products, biotechnology, retail, e-commerce, entertainment, financial services, insurance and telecom.
When & Where
McCarter & English LLP
McCarter & English, LLP is a firm of over 400 lawyers with offices in Boston, Hartford, Stamford, New York City, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 160 years, we are among the oldest and largest law firms in America.