Heather Zack Author

Heather Zack

SVP, Private Client Services

Heather Zack is an SVP, Private Client Services for Carson Group, a wealth advisory firm with over $60 billion in assets under management.

Practice and client management

Assisted reproduction is fertile ground for financial planning missteps

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to help clients avoid exposure.

By Heather Zack

1h ago