Intergenerational Wealth Preservation
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Israel M. Lustig, CLU CFP June 21, 2024
Insurance Portfolio Overlay Management
Israel M. Lustig, CLU CFP
Contact Us
Israel M. Lustig, CLU CFP

Experience Matters

In addition to being the CEO, Mr. Lustig is a Chartered Life Underwriter and a Certified Financial Planner, Israel Lustig his depth of knowledge of the industry is comprehensive. His understanding and savvy encompass a great variety of financial disciplines, including intergenerational wealth preservation, taxes, retirement, insurance, investments, corporate finance strategies, funding arrangements, securing and unlocking business values, succession planning, and estate planning.

He regularly networks with other specialists and studies the industry, including new regulations and pending legislation.

Mr. Lustig has been helping clients with intergenerational wealth preservation for over twenty-five years and has lectured extensively to accountants, attorneys, bankers, certified financial planners, charity development officers, financing consultants, funding consultants, insurance professionals, investment planners, pension advisors, trust officers, and all other types of financial professionals.

Mr. Lustig does not operate as a captive of any financial institution. He is independent and totally free of any conflicts of interest, allowing him to choose from among the entire array of options and to recommend any course corrections, scaling back, or termination of any existing arrangements. He prides himself on always placing his clients’ interests above his own.

Finally, Mr. Lustig has served as a master consultant to colleagues in his field for more than twenty years. Even seasoned professionals, when faced with daunting problems, turn to Israel Lustig for advice and counsel and to help them think things through.

His expertise on topics related to intergenerational wealth preservation has been noted in such publications as BusinessWeek and Fortune magazines.

Former Adjunct Professor – New York University and Pace University

Former Guest Lecturer – Brooklyn Law School

Degrees and Certifications
Chartered Life Underwriter, American College
Certified Financial Planner, Adelphi University
Bachelor of Science, Economics, Adelphi University

American Society of Pension Professionals and Actuaries
Fiduciary & Investment Risk Management Association
National Association of Insurance and Financial Advisors

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