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Tag: private client advisors

Women in Leadership at Wiss

Marketing Associate, Harriet Levenston, sits down with Stephanie Hughes, CEO of Wiss Family Office, to talk success, resilience, and motherhood. “We feel fortunate as women, as mothers, and as leaders, to work for a firm that values balance, and understands that employee wellbeing correlates with productivity.” Harriet: Hi Stephanie. Thanks for taking time out of your busy schedule to chat with me about your personal background and where you are today, professionally. Stephanie:...

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Employee Perspective: Stephanie Hughes on Financial Strategies for the Second Generation

by Stephanie Hughes All employees have financial concerns, but for those who are also parents, these concerns can be especially overwhelming. From childcare to higher education, financial worries can spill over into other areas of life, including work. While this type of stress can adversely affect the health and well-being of individuals and their families, it can also hinder employees’ happiness, engagement, and productivity at their jobs. Therefore, it’s in employers’ best interest...

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A Breakdown of the Opportunity Zones Program as the Deadline for Investment Nears

Interview with Alex Narcise and Stephanie Hughes The Opportunity Zones program, created by the 2017 Tax Cuts and Jobs Act, offers private equity firms, family offices, and asset managers the chance to make an investment with up to 100% exemption of capital gains taxes. The deadline, however, is fast approaching: December 31, 2019. In this post, we’ll provide a breakdown of the program, as well as lay out the possible advantages and disadvantages of investment. Let’s dive in. What...

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