the Education Initiative
An endeavor by Succession Advisors to equip individuals, families, and organizations with the tools they need to ensure sustained prosperity. Recognizing the weight of responsibility that comes with wealth stewardship for future generations, we have crafted programs that focus on financial and wealth literacy and critical thinking for adept ownership.
Our Mission: Empowering Families For Generational Prosperity
Introduction to Estate Planning and Post-Death Administration of Wills & Trusts
Amidst an unprecedented amount of family wealth transitioning from one generation to the next, future family leaders and rising generations are faced with the challenges of understanding technical legal concepts, processes, documents, and entities that go hand in hand with wealth transfers.
Introduction to Estate Planning
Amidst an unprecedented amount of family wealth transitioning from one generation to the next, future family leaders and rising generations are faced with the challenges of understanding technical legal concepts, processes, documents, and entities that go hand in hand with wealth transfers.
Introduction to Investments
This course introduces the fundamental concepts of investment theory, emphasizing both theoretical frameworks and practical applications.
The Financial Way Of Thinking
Amidst a rapidly evolving economic landscape, the financial way of thinking emerges as a vital skill, distinct from its accounting and economic counterparts.
Introduction to Estate Planning
Amidst a historic transfer of family wealth, future leaders must navigate complex legal concepts, documents, and processes tied to inheritance.
Introduction to Investments
This course introduces the fundamental concepts of investment theory, emphasizing both theoretical frameworks and practical applications.
The Financial Way Of Thinking:
Amidst a rapidly evolving economic landscape, the financial way of thinking emerges as a vital skill, distinct from its accounting and economic counterparts.
How You Will Benefit
Amidst an unprecedented amount of family wealth transitioning from one generation to the next, future family stewards and rising generations are faced with the challenges of understanding technical legal concepts, processes, documents, and entities that go hand in hand with wealth transfers.
Andrew M. Katzenstein
Andrew M. Katzenstein is a partner in the Private Client Services Department at Proskauer, based in Los Angeles, California, where he assists high net worth individuals, companies and charitable organizations with all aspects of tax and estate planning. He focuses his practice on tax planning matters, which include estate, gift and generation-skipping tax planning, as well as income tax of trust planning, probate and trust administration matters, resolving disputes between fiduciaries and beneficiaries, and charitable planning.
Ready for the Education Initiative?
Financial Way of Thinking
Introduction to Estate Planning
