Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.
In this two-part program, an interdisciplinary team of legal, tax, and risk management professionals will discuss major wealth management structures currently used by families from a variety of perspectives.
Part I will be most valuable for family members and staff who are relatively new to the topic of wealth management structures, or for those seeking a “refresher” on the basics.
Christopher Uzpen – Withers Bergman LLP
Marcy Hall – HUB International Personal Insurance
Robert Giurland – ACE Private Risk Services