March 9th, 2017
Knowing when and how to start transferring wealth is an important topic for most high net worth individuals. Philip W. Malakoff, Senior Vice President, Wealth Management, was recently asked for his insight on this topic by LI Pulse Magazine. http://lipulse.com/2017/03/07/5-steps-transferring-wealth/
Read more > July 19th, 2016
On June 14, 2016, First Long Island Investors hosted a thought leadership breakfast for clients and friends of the firm on estate planning and transferring wealth to the next generation. The panel discussion included three prominent trusts and estates attorneys:
Patricia Galteri, Chair of the Wills, Trusts & Estates Practice Group of Meyer, Suozzi, English & Klein, P.C., Michael P. Ryan, of Counsel, Trusts and Estates Practice Group of Jaspan Schlesinger, LLP, and David R. Schoenhaar, Chair of the Estate Planning and Administration Practice Group of Ruskin Moscou Faltischek, P.C., and was moderated by FLI’s Executive Vice President and General Counsel, Bruce A. Siegel.
June 30th, 2016
“Fear keeps you from making as much money as you ought to.” Jesse Livermore, (aka the Great Bear on Wall Street) The second quarter ended with significant volatility (both down and up) after an even more volatile start to the first quarter. Various fears contributed to the volatility in both quarters. The most recent of […]
Read more > June 24th, 2016
Friday, June 24, 2016, 5pm: Yesterday, the people of Great Britain voted to exit the European Union. That historic vote has triggered a significant amount of global volatility in bond, currency, commodity, and equity markets. However, the declines were less steep in most domestic markets (the S&P 500 fell by 3.6% today). Thus far, the […]
Read more > June 2nd, 2016
United Way of Long Island recently elected Virginia Umbreit, Vice President of Portfolio Administration at First Long Island Investors, to its Board of Directors. Virginia has been at FLI for over 16 years. “I am pleased to have the honor of serving on the board of United Way of Long Island,” said Umbreit. “It is […]
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