School for Startups Radio
Andrea Baumann Lustig – Manager Partner at Fischer Stralem Advisors [https://fischerstralem.com/] and Author of Legacy on the Line: Overcome Blind Spots to Grow and Transfer Your Wealth [https://www.amazon.com/Legacy-Line-Overcome-Transfer-Wealth/dp/1394348827/ref=sr_1_1?crid=21L8XHRY2NQZL&dib=eyJ2IjoiMSJ9.waPgaDpGKiIEyUf30CyEguHnENAXI57SrmtSvAhoRN5v4CXHvRtFOxPZsMD13YWm61xj9aefXJgw5WFHrvzqUYcc3Yl-vic5IeHZLrzposRHgVSCuNCt84_P9D6Gn5liXNHlTfTMVysETwlpU3Pve26tdxX_C6yVwr957_w5NV1eO9W5nljpor--J97r9nk491qHU5J6Yqf5RdEMEz8p8NJuN9WLBpzS_6iwOezieVQ.fAHRgp7mr1H9-M9PTruA-22iOb02bv7_rEuNFa0aO90&dib_tag=se&keywords=legacy%2Bon%2Bthe%2Bline&qid=1780835424&sprefix=legacy%2Bon%2Bthe%2Bline%2Caps%2C453&sr=8-1] The same hustle that built your business can actually work against you when it comes time to sell it. Andrea Baumann Lustig is Managing Partner of Fischer Stralem Advisors, where she helps entrepreneurs, executives, and multigenerational families build, protect, and transfer wealth with long-term purpose and strategy. With more than 30 years of experience in wealth management, investment banking, and management consulting, Andrea specializes in guiding founders through the often-overlooked transition from business success to lasting personal wealth. A sixth-generation wealth adviser whose family legacy in finance dates back to Banque Levy in 1810, Andrea has been repeatedly recognized on the Forbes list of Top Women Wealth Advisors. She is also the author of the upcoming book Legacy on the Line, which explores why founders should begin wealth planning long before a business sale or liquidity event occurs. Andrea believes many entrepreneurs make a costly mistake by delaying wealth planning until after they exit their business. By then, critical decisions involving taxes, estate strategy, ownership structures, philanthropy, and family wealth transfer may already be fixed, limiting flexibility and reducing long-term outcomes. Her work focuses on helping founders think strategically years before a sale so they can maximize both financial opportunity and family legacy. At Fischer Stralem Advisors, Andrea leads a multi-generational advisory firm that coordinates closely with attorneys, accountants, and insurance professionals to create highly personalized wealth strategies. Clients rely on her team not only for investment management, but also for integrated planning that aligns financial decisions with long-term goals and values. Andrea earned BA and MPA degrees in International Relations from Princeton University and an MBA from Yale University. Beyond her professional work, she is deeply involved in philanthropic and educational organizations, serving in leadership roles with institutions including Albert Einstein College of Medicine, The Weizmann Institute of Science, and Park Avenue Synagogue. Andrea is a sought-after speaker on entrepreneurship, wealth stewardship, succession planning, philanthropy, and the historic transfer of wealth now underway in America. Kurt Belding – Founder of Western Obsessions TV [https://westernobsessionstv.com/] The biggest thing videos do is pop and exposure, exposing more people to what we do, and then also starts to build trust within the brand. Kurt Belding is the founder and host of Western Obsession TV and the driving force behind Hunt Adventures, a company dedicated to connecting hunters with exceptional guided experiences across North America and beyond. A lifelong outdoorsman with a deep respect for the fair chase tradition, Kurt has built his reputation on authenticity, integrity, and a passion for the hunting lifestyle. Through Western Obsession TV, he shares real world hunting adventures, showcasing the people, places, and wildlife that make the outdoors so compelling. Kurt and his team personally evaluate every outfitter and destination featured through Hunt Adventures, ensuring that each experience meets the same standards viewers have come to expect from the show: genuine hunting opportunities, quality outfitters, and unforgettable adventures. His mission is simple: help hunters create lasting memories in the field while preserving the traditions and values that define the hunting community.
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