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Stefan Greenberg - Is A Charitable Remainder Trust Right for you?

Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. 

Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. 

For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.

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Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.

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Stefan Greenberg - Is A Charitable Remainder Trust Right for you?

Stefan Greenberg - Is A Charitable Remainder Trust Right for you?