February 19, 2020 Dinner Meeting
For those working with UHNW business owners and entrepreneurs facing complex planning decisions, please join us for an interactive discussion and presentation with Ashley Velategui, a Director in Bernstein’s Wealth Strategies Group. The presentation will explore a real life case study based on work recently completed by Ashley and her team for a newly formed family office. The objective of the business owner was to understand her options ahead of a large transaction involving the majority sale of her business. The desire of the family office executive team was to evaluate and project outcomes involving numerous multigenerational wealth transfer strategies, philanthropic initiatives, and the various tax implications of each.
Speaker: Ashley E. Velategui, CFA
Director—Wealth Strategies Group
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 charterholder.