The Modern Portfolio: Alternative Investments for Wealth & Legacy Planning
October is Estate Planning Awareness Month, making it the perfect time to learn how alternative investments fit into your broader financial and estate strategy. Today’s investors are looking beyond traditional stocks and bonds. Alternative investments—such as real estate, private equity, hedge funds, and more—can offer new opportunities for growth, diversification, and protection against market volatility. But with those opportunities come unique legal, tax, and estate planning considerations.
Join Yulia Kuzenko, Financial Advisor with Merrill Lynch, and Matthew Unzicker, Estate Planning Attorney with Berlin Patten Ebling, as they walk you through:
• What alternative investments are and how they fit into a well-balanced financial plan.
• Estate planning implications, including how to structure and pass down illiquid or complex assets.
• Key tax and legal considerations, from ownership structures and valuation to protecting your legacy for future generations.
This class is open to the public and is ideal for anyone who wants to learn more about alternative investments and how working with a financial advisor and estate planning attorney can help protect and grow their wealth for the future.
