Jeff Call, Partner in Bennett Thrasher’s PFS practice, has been chosen for the Forbes Finance Council and was recently featured in one of its articles sharing common missteps in building personal wealth. The Forbes Finance Council is an invitation-only association for senior-level financial services leaders and executives. Members of the council are respected leaders and executives, who are chosen for the council based on the depth and diversity of their experience in the financial services industry.
Council members provide insight to the Forbes community via thought leadership. Jeff Call demonstrated his expertise in a recent article, “15 Finance Experts Share Common Missteps in Building Personal Wealth.” He shared on being proactive in estate planning, “Many clients don’t understand the impact that fees and taxes can have on building wealth and passing it on to the next generation. I advise them to start proactive estate planning, which leads to more efficient structuring, with trusts, family partnerships and charitable trust vehicles to optimize the funds available to their family members and favorite charitable beneficiaries.”