Client Login Contact Us
Client Login Contact Us

STREET SMARTS | Gifting

Tyler Geissler
11/26/2024

Gifting this Holiday Season

The holidays are a popular time for families to consider gifting. Private Wealth advisor, Nick Famularo, discusses 2 main strategies families can use when making gifts and the differences between liquid & illiquid gifts.

  • Charitable Gifting
  • Gifting within the Family
  • Liquid vs Illiquid Gifts

Learn about the different factors to consider as well as the process our team follows to help facilitate these gifts while maximizing their efficiency. Connect with Nick or any member of the Abbey Street team to discuss your specific situation and goals.

About The Author

Nick Famularo

Nick Famularo has a bachelor’s degree from the University of Minnesota in economics and holds a Certified Financial Planner™ designation. For over 7 years Nick has been helping clients achieve their financial goals through his expertise and knowledge.

View bio

Learn More, Sources, and References

  1. IRS.gov – https://www.irs.gov/businesses/small-businesses-self-employed/whats-new-estate-and-gift-tax
Abbey Street, LLC (“Abbey Street”) is a Registered Investment Advisor (“RIA”) registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Abbey Street renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. The information contained in this video is intended to provide general information about Abbey Street and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies and to be able to contact us for further information. You should not rely on any information provided on our web site or any marketing material in making investment decisions. Market data, articles and other content discussed in this video are based on generally-available information and are believed to be reliable. Abbey Street does not guarantee the accuracy of the information contained in this video. The information is of a general nature and should not be construed as investment advice and relied upon in making investment decisions. Abbey Street will provide all prospective clients with a copy of our current Form ADV, Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV, Part 2A at adviserinfo.sec.gov.  In addition, you can contact us to request a hardcopy. This specific video was recorded on November 21st, 2024. Abbey Street does not provide tax, accounting, or legal advice and you should review any planned financial transactions or arrangements that may have tax, accounting, or legal implications with your tax and legal advisors. As mentioned above, All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

Get in touch with Abbey Street

Start a conversation to learn more about who we are and what we do. Our team is ready to make an impact.

Contact Us