NEWS AND INSIGHTS | VIDEO

Sam Petrucci Featured on CNBC’s “Last Call”

April 11, 2024

Sam Petrucci, Head of Advice, Planning, and Fiduciary Services was featured on CNBC’s “Last Call” with Brian Sullivan on April 8, where he discussed strategies to potentially maximize wealth transfers under current policies and plan effectively for your family’s financial future.

IMPORTANT INFORMATION:

Third-party media content is being redistributed with permission and may not be redistributed without the publisher's consent. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Any views or opinions expressed may not reflect those of the firm as a whole. All information is current as of the date of this material, unless otherwise noted, and is subject to change without notice. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.

Neither Neuberger Berman nor its employees provide tax or legal advice. All investors are strongly urged to consult their own tax or legal advisors with respect to the impact on their personal situation of any potential strategy or investment.

The information in this material may contain projections, market outlooks or other forward-looking statements regarding future events, including economic, asset class and market outlooks or expectations, and is only current as of the date indicated. There is no assurance that such events, outlook and expectations will be achieved, and actual results may be significantly different than that shown here.

CIO outsourcing, tax planning, and trust and estate administration services offered by Neuberger Berman Trust Company. “Neuberger Berman Trust Company” is a trade name used by Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A., which are affiliates of Neuberger Berman Group LLC.

Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.