Music to My Heirs

Host Stephen C. Lewis has over 15 years of experience helping a global clientele of Ultra High Net Worth families. The challenges facing these families are usually not financial, but the legacy they leave behind. How do you ensure that the wealth you gain in this life creates a better future for your children and their children? On Music to My Heirs, Stephen interviews top thought leaders sharing stories, lessons, secrets and insights that will last generations.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

Episodes

Charitable Friends - Donor Advised Funds and Foundations

Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (https://www.foundationsource.com).For a copy of the Music to My Heirs research, go to: h...

November 26, 2019 • Season 2 • Episode 3 • 23:23

Important Steps to Take When Your Child Becomes an Adult

Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps to take when an individual turns 18 and is now c...

September 26, 2019 • Season 2 • Episode 2 • 23:37

How to Reduce Your Chance of an IRS Audit

Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jasondiscusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing D...

August 30, 2019 • Season 2 • Episode 1 • 27:02

Umbrella Policies - When It Rains It Could Pour

Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around preparing for life's unexpected risks. For a co...

July 25, 2019 • Season 1 • Episode 8 • 18:48

How to Own a Second Home

Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law b...

June 17, 2019 • Season 1 • Episode 7 • 24:41

Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors

Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors. For a copy of the Music to My Heirs research, go to: https://www.b...

April 26, 2019 • Season 1 • Episode 6 • 11:27

Four Elements of a Successful Financial Journey

Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey. Michael U. Ellington is the Senior Managing Director of Bernstein’s private client practice. He joined the firm in 1998 and opened...

February 27, 2019 • Season 1 • Episode 5 • 16:18

How to Keep Your Assets but Give Away the Growth

Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski is a National Managing Director of Wealth Str...

December 16, 2018 • Season 1 • Episode 4 • 17:08

Entrepreneurs - Investment Success After Selling a Business

Stephen Lewis and Deacon Turner discuss how the most successful business owners invest after selling their companies. Deacon shares the strategies he is recommending to some of the wealthiest entrepreneurs and how to increase their probability ...

November 18, 2018 • Season 1 • Episode 3 • 30:45

Five Financial Mistakes to Avoid in College

Stephen Lewis and Anne Bucciarelli, coauthor of Live Once Plan Often, discuss the top 5 mistakes to avoid when starting college. They share insight about budget neglect, banking fees, credit, saving and how to build wealth early. ...

October 17, 2018 • Season 1 • Episode 2 • 20:35

Music to My Heirs - The Research

Stephen Lewis and Matt Palazzolo discuss the research that prompted the writing of Music to My Heirs. Stephen outlines the three pitfalls that destroy generational wealth and how to avoid them. Matt Palazzolo is a Senior Portfolio Manager at AB...

August 30, 2018 • Season 1 • Episode 1 • 30:32