This interactive session will review a case study and discuss discovery approaches, illustrating the current estate plan, potential multi-generational planning strategies and qualitative issues to explore with the clients. Due to the limited time, we will break up into smaller groups and debrief highlights as a larger group.
Apply estate planning concepts to ultra high net worth client scenario
Discuss qualitative aspects of planning for clients of unique wealth
Discuss multi-generational approach to planning for ultra high net worth clients
CPA/PFS, CFP (R) ,
Head of Legacy & Wealth Planning,