Martin Shteynman
Wealth Management Family Office & Insurance Associate @Legacy Capital Group California
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WORK HISTORY
Wealth Management Family Office & Insurance Associate @Legacy Capital Group California
Los Gatos, CA, US
At Legacy Capital Group I coordinate with a world class team where I have the privilege of working with high net worth individuals, executives, and business owners.As part of the family office and insurance team that has a focus on estate planning I am responsible for working with the firms financial advisors to- Analyze client balance sheets- Advise clients on how to manage RSU and other stock grants - Build and analyze estate projection models- Prepare materials needed for various tax advantaged estate planning strategies- Presenting estate planning strategies to clients- Annual reviews of client accounts- Holdings reports- Working with other departments within the company to make sure everyone is on the same page for an optimal client experience.
ABOUT MARTIN SHTEYNMAN
Graduate of the University of Southern California with a degree in Economics. I work in…
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