The Questions to Ask Your Female Clients

Subscribe to this podcast on:  



About the Episode

What are the key issues that female clients face? What questions should they be asking them to consider when thinking about how to manage and protect their assets? What are the big mistakes that female spouses make when it comes to marital assets?

About our Guest

Leslie Geller is a wealth strategist at Capital Group. She has 12 years of industry experience and joined Capital Group this year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Clearly Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

Show Notes

Here is a link to some of Leslie Geller’s research, where you can also sign up to receive ongoing insights from the Capital Group.