Trusts & Estates and WealthManagement.com are presenting “Keeping Up With New Developments,” a series of live CE and CLE virtual forums scheduled for March 1-2, 2022. These forums will provide expert perspectives on what’s new – and what’s coming next – in wealth planning.
Join us for the March 1st presentation as Bridgeford Trust Company sponsors, moderates, and presents this timely session entitled “Primer on Working with Ultra-High-Net-Worth Family and Family Offices” taking place at 11:00am EST. David Warren, Co-Founder and Chairman of Bridgeford Trust Company, will be participating in this very timely and informative session that will address the issues involved in working with ultra-high-net-worth (UHNW) clients and family offices.
Topics will include: the definition of family office and the different types of family offices; how UHNW families and their single-family offices (SFOs) use private trust companies; regulatory concerns for SFOs, investments; the IRS Wealth Squad; and changes made and lessons learned from the pandemic. Panelists will include: Kim Kamin, Principal & Chief Wealth Strategist at Gresham Partners LLC; Hugh Magill, Vice Chairman, Retired at Northern Trust; and Domingo Such III, Partner at Perkins Coie.
This discussion is sure to be a great one as David and the panelists keep the audience up-to-date on these developments and new trends in wealth planning. To register for this complimentary event, click here.