By Annie Nova, CNBC
September 25, 2021 – Mallon FitzPatrick, Principal and Managing Director was featured in a piece for CNBC by Annie Nova discussing “how the wealthy are preparing for higher taxes.” Mallon shared several insights including gifting an income-producing asset like real estate to a family member who falls in a lower bracket or delaying some of your charitable giving. Read the full piece here: https://cnb.cx/3zIv3Fh
Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures
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