events
Navigating the Labyrinth: Trust Options for Ultra High Net Worth Individuals in Private Wealth Management
When:
Hosted By:
Private Wealth Management
People:
Location:
Encore Boston Harbor
1 Broadway, Everett, MA 02149
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For ultra-high net worth individuals (UHNWI), effective wealth management goes beyond asset allocation and investment strategies. Trusts play a critical role in safeguarding assets, minimizing taxes, and ensuring a smooth legacy transition. This session delves into the complexities of trust structures for UHNWI, exploring various options and their unique advantages for private wealth management.
Panelist:
John D. Dadakis, Partner, Fox Rothschild
