Lee-Norah Sanzo

Lee-Norah Sanzo is a wealth manager at LNW. She has more than 30 years of experience advising individuals and families with significant wealth, with a special focus on multigenerational transitions that include the effective use of trusts and comprehensive estate planning.

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Posts

Multigenerational Wealth: Guidelines and Guardrails for Success

Wealth Planning

October 15, 2024

Multigenerational Wealth: Guidelines and Guardrails for Success

Inconcussa manet (“to remain unshaken”) could be the motto of families taking on the challenge of preserving and growing their capital – both fi...
What All Trust Beneficiaries Should Know

Trusts and Estate Planning

October 11, 2024

What All Trust Beneficiaries Should Know

The beneficiaries of a trust are fortunate. But will they make the most of their good fortune?
Trusts at LNW: Relationships Are What Matters

Trusts and Estate Planning

September 12, 2024

Trusts at LNW: Relationships Are What Matters

In the next two decades, more than $70 trillion in inheritance is expected to be passed down to family members or charities in the United State...
Estate Planning that Aligns with Life and Legacy

Trusts and Estate Planning

July 12, 2024

Estate Planning that Aligns with Life and Legacy

If you think trust and estate planning is boring, you haven’t yet met Lee-Norah Sanzo, Wealth Manager at LNW specializing in trusts and estate plann...
How We Work with Co-Trustees

Trusts and Estate Planning

April 18, 2024

How We Work with Co-Trustees

Trusts at LNW are built on relationships that grow and are reinforced over time. This certainly applies to the co-trustees we work with, including cli...
Trusts: Relationships Are What Matter

Trusts and Estate Planning

January 18, 2024

Trusts: Relationships Are What Matter

“ At LNW, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets.” — Lee...

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Multigenerational Wealth: Guidelines and Guardrails for Success

What All Trust Beneficiaries Should Know

Trusts at LNW: Relationships Are What Matters

Estate Planning that Aligns with Life and Legacy

How We Work with Co-Trustees

Trusts: Relationships Are What Matter