Lower resolutions will be available first, followed by higher resolutions.
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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion?
Keiretsu Tax Academy January 2023 with Ashley Velategui
Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios.
Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion?
Keiretsu Tax Academy January 2023 with Ashley Velategui
Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios.
Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
Steffi Berg Baker, founder of HNWWI, is a pioneering figure in the family office sector, dedicated to delivering practical and tactical financial education. Growing up as the eldest of three girls in a northern suburb of Milwaukee, Steffi experienced the unique challenges of being biracial in the 70s and 80s. Her mother is white, and her father is Black, a background that enriched her perspective and resilience. Her passion for travel and exploration led her to Pomona College in California after graduating from the University School of Milwaukee. Her journey then took her across the US before she pursued an MBA at Edinburgh Business School’s London campus in 2004.
Entering the family office sector in 2008, Steffi identified a significant gap in financial education, especially for women. In 2020, she founded HNWWI to address these needs, focusing on helping individuals create and manage fulfilling, wealthy lives. Steffi's biracial heritage has shaped her into a symbol of harmony and unity, and she empathizes deeply with those who feel like outliers. She is committed to helping her clients achieve love, leverage, and legacy in their lives.
“Keys to Building Successful Investing Relationships” with Steffi Berg Baker
Steffi Berg Baker, founder of HNWWI, is a pioneering figure in the family office sector, dedicated to delivering practical and tactical financial education. Growing up as the eldest of three girls in a northern suburb of Milwaukee, Steffi experienced the unique challenges of being biracial in the 70s and 80s. Her mother is white, and her father is Black, a background that enriched her perspective and resilience. Her passion for travel and exploration led her to Pomona College in California after graduating from the University School of Milwaukee. Her journey then took her across the US before she pursued an MBA at Edinburgh Business School’s London campus in 2004.
Entering the family office sector in 2008, Steffi identified a significant gap in financial education, especially for women. In 2020, she founded HNWWI to address these needs, focusing on helping individuals create and manage fulfilling, wealthy lives. Steffi's biracial heritage has shaped her into a symbol of harmony and unity, and she empathizes deeply with those who feel like outliers. She is committed to helping her clients achieve love, leverage, and legacy in their lives.
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