Press Room

November 14, 2013

Avoiding the Perils of the Internet Women’s Luncheon & Discussion

Several members of the WTAS New York office are teaming with Bernstein Global Wealth Management and Risk Control Strategies, Inc. to host a women’s luncheon event focusing on technology.  The event will take place Wednesday, November 20th at Bernstein’s offices in New York, NY.

The discussion, Avoiding the Perils of the Internet, delves into what you and your family need to know about social media and how to protect yourselves from identity theft and other cyber related crimes with focus on how this intertwines with wealth and tax planning. It is an important topic for high net worth families as they are often primary targets.

From WTAS, Efrat Y. Avigdor, Jessica Cruz and Stephanie Pervez will all take part.

Efi Avigdor has over 17 years of experience specializing in sophisticated income and estate tax planning for high net worth individuals and families. She partners with her clients to develop, implement and maintain personal tax planning strategies that address their evolving needs and objectives, from both a tax- efficiency and a wealth-transfer perspective. 

Stephanie Pervez has over 11 years of experience with tax and financial matters affecting entrepreneurs, executives and wealthy individuals. She has worked with numerous families in developing leading edge tax strategies and models for global investments, including advice on alternative investments, domestic and foreign entities and trusts.

November 20, 2013
New York, NY

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