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:
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Rob Strauss, Shareholder, Weinstock Manion
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Jason Cain, Managing Partner, Private Client Services, BDO
MAJOR TOPICS:
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Effect of new tax legislation on estate planning
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Once in a generation planning opportunity
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Role of family offices
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Role of wealth manager
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Lifetime spending, portfolio management and risk tolerance
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Creative sources and uses of capital
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Alternative investments