Monday, June 05, 2006
Banks Making Push Into Estate-Planning Services
Local banks are making a major push into estate planning, offering financial services to help well-heeled clients negotiate a maze of accounting, investment and legal issues.
Charlotte trust and estate lawyer Vicky Windell says she knows of at least six former Deloitte & Touche accountants who have joined Wachovia Corp.'s wealth-management division in the past year. The move bolsters the bank's ability to offer tax consulting services to its wealthy customers.
Banks Making Push Into Estate-Planning Services
Source: Biz Journals
Charlotte trust and estate lawyer Vicky Windell says she knows of at least six former Deloitte & Touche accountants who have joined Wachovia Corp.'s wealth-management division in the past year. The move bolsters the bank's ability to offer tax consulting services to its wealthy customers.
Banks Making Push Into Estate-Planning Services
Source: Biz Journals
Permalink posted by armandn @ 7:50 AM 
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