With over 50 years of investment experience Fischer Stralem Advisors brings a steady hand to wealth and investment management.
Our disciplined approach balances growth and preservation of capital over multiple generations and business cycles. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
03/02/2023
A big congratulations to our Managing Partner, Andrea Baumann Lustig, for once again being named as one of Forbes Top Women Wealth Advisors in 2023.
Well deserved! See the full link here:
https://bit.ly/3IJx6Q0
Looking for a way to reduce your estate costs? Check out our recent episode of Wealth In A Changing Word with Baumann Lustig and Monika Jain from Holland & Knight as they continue their discussion about the benefits of revocable trusts. Being mindful about titling accounts has an important impact on your estate.
View the full video here:https://bit.ly/3tvUSbu
Revocable Trusts are increasingly becoming an important and sought-after tool in wealth and estate planning. Check out our recent episode of Wealth In A Changing Word with Baumann Lustig and Monika Jain from Holland & Knight as they discuss the benefits of what revocable trusts can offer you. View the full video here:https://bit.ly/3GP9Cb7
What don’t I know about my life insurance policy? Check out our recent webinar featuring Baumann Lustig and Marc Schechter from Schechter Investment Advisors to learn the answers to the must know items that every policy holder should know about life insurance. Get the 411 and view the full video here:https://bit.ly/3xRch1x
Whether you are in the market for life insurance or are an opportunistic minded investor, Premium Finance is a valuable investment opportunity. Learn more in our most recent episode of Wealth in A Changing World with Baumann Lustig and Marc Schechter from Schechter Investment Advisors as they discuss the upside opportunity of structuring life insurance by financing the premiums instead of paying out of pocket. View the full video here: https://bit.ly/38bjCOy
Looking to capitalize on tax free growth, but not be tied down to the restrictions of traditional life insurance? Learn about Private Placement Life Insurance (PPLI) in our most recent episode of Wealth In A Changing World with Baumann Lustig and March Schechter as they discuss how you can leverage this opportunity and take advantage of substantial tax free growth on your investments. View the full video here: https://bit.ly/3HUspQQ
Interested in offsetting income taxes, charitable giving and transferring more wealth to your family? Learn the 411 on enhanced charitable lead trusts (ECLATS) and how they work without using your exemptions or triggering gift taxes by viewing our most recent episode of Wealth In A Changing World with @ Andrea Baumann Lustig and Marc Schechter. Get informed and start planning now. Watch the full video here: https://bit.ly/3vzhXvJ
02/23/2022
A big congratulations to our Managing Partner, Andrea Baumann Lustig for being named as one of Forbes Top Women Wealth Advisors in 2022. Well deserved! See the full link here: https://bit.ly/3B51ccH
Have you already used your estate tax exemption for lifetime giving? Are you looking for additional ways to transfer wealth to your family and are also philanthropically motivated? Learn about Split Interest Trusts and how you can leverage this type of trust and take advantage of low interest rates by viewing the 8th episode of our Wealth in a Changing World series, featuring our Managing Partner Andrea Baumann Lustig and David Thal and Cara Santoro from Holland and Knight. https://bit.ly/35bcHDl
Why are people forming and selling qualified small businesses at a record pace? Learn about the valuable benefit and generous tax break opportunity as Andrea Baumann Lustig and David Thal from Holland and Knight discuss the full rundown of this exemption, as well as planning strategies that you can use in our most recent episode of Wealth in a Changing World.
View the full video here: https://bit.ly/32ds3X0
Check out our newest episode of Wealth in a Changing World as our Managing Partner, Andrea Baumann Lustig, sits down with David Thal from Holland and Knight and takes a deeper look into meaningful estate planning techniques you should be thinking about for 2022 and how to take advantage of a window of opportunity to reduce your taxes. Get informed now and view the full video here: https://bit.ly/3HL4Avg
As the end of the year approaches quickly, it's important to finalize your charitable giving strategy. Check out our recent webinar featuring Andrea Baumann Lustig along with David Thal and Cara Howe Santoro from Holland & Knight to learn some great tactics to maximize your tax benefits while giving back this season! View the full video here:https://bit.ly/3lREZs1