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.