Fourth annual private client symposium

Evening seminar

February 28, 2018 | 5:45 pm - 7:00 pm ET | New York, NY, US

Private clients, bankers, family offices and in-house counsel are invited to a presentation on the current issues affecting family offices.

Topics will include:

  • Private trust companies: Long-term planning for the global family office and family trusts
  • Family office investing: Direct deal structuring
  • New gift, estate and generation-skipping tax considerations
  • Income tax considerations including deductibility of expenses

Speakers

Camilla  Arno Sant'Anna

Camilla Arno Sant'Anna

Senior Associate, Norton Rose Fulbright US LLP

Andrew James Lom

Andrew James Lom

Partner, Norton Rose Fulbright US LLP

Philip J. Michaels

Philip J. Michaels

Partner, Norton Rose Fulbright US LLP

Carolyn A. Reers

Carolyn A. Reers

Partner, Norton Rose Fulbright US LLP

Agenda

5:45 pm - Registration
6:00 pm - Panel Discussion
7:00 pm - Cocktail Reception

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