A Crucial Tax Window for High Net Worth Individuals and Family Offices

Eric Kalnins

Matt McClintock

Ice Miller

Bespoke Group

Wintrust Wealth Management

Paul Tarantino

Dan Rahill

Retirement Planning & Investment Solutions, LLC

Kristin Stroud

Digital Tax Counsel

In a rapidly changing political landscape, estate planning and tax strategies for high-net-worth families have become increasingly complex. With the presidential candidates proposing starkly different tax platforms, this panel discussion will provide critical insights on how to best prepare for potential shifts in tax policy. Join leading experts in family office management, estate law, and tax strategy as they explore the implications of these contrasting approaches, offering tailored advice on safeguarding wealth and ensuring financial security across generations.