Apr 12, 2018 11:00 AM – 12:00 PM PDT: Essential Wealth and Tax Planing for Business Owners and Ultra High Net Worth Families

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PANEL:

MAJOR TOPICS:

  • Effect of new tax legislation on estate planning

  • Once in a generation planning opportunity

  • Role of family offices

  • Role of wealth manager

  • Lifetime spending, portfolio management and risk tolerance

  • Creative sources and uses of capital

  • Alternative investments

MODERATOR:

LEADING FIRMS SHARE THEIR KNOWLEDGE ON EXPERT WEBCAST:

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About the Author
Expert Webcast is a sophisticated digital source of expertise for the professional and the business communities locally, nationally and cross-border. Producing the industry’s leading webcast panels covering corporate, M&A, restructuring and finance topics, Expert Webcast addresses timely and relevant issues faced by business owners, C-level executives, corporate advisers and institutional investors.