September 23, 2019

16th Annual Family Office Wealth Conference

Effective Planning Around Complex Investment Portfolios: Uncovering Hidden Impacts on Tax Changes

Montage Laguna Beach Resort
30801 Coast Highway
Laguna Beach, CA
Register for the Event

Jonathan Lurie will be speaking on a panel titled "Effective Planning Around Complex Investment Portfolios: Uncovering Hidden Impacts on Tax Changes" at the 16th Annual Institutional Family Office Wealth Conference on September 23, 2019.

Tax and estate planning still remain front and center for family offices as they continue to seek the most efficient and cost effective ways of managing such work. This panel will tackle the ultimate question: how do you maximize returns given the hidden impacts of tax changes? The panel will also touch upon additional strategies to consider as well as specific issues such as insourcing vs. outsourcing and what happens when the structure lies somewhere in the middle.