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SpeakersEvent Speakers info here Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur mag...
Hotel AccommodationsJW Marriott Chicago151 West AdamsChicago, IL 60603312.660.8200Reserve Your Room NowFOX has reserved rooms at the JW Chicago Chicago at a rate of $265. To obtain the special rate, contact reservations directly at 866.270.6430 and mention Family Office Exchange. Please note that Forum attendees are responsible for making the...
Wednesday, July 185:30 p.m.Registration 6:00 p.m.Welcome Reception Thursday, July 197:30 a.m. Registration and Continental Breakfast 8:30 a.m.WelcomeMariann Mihailidis, Family Office Exchange 8:45 a.m.Tax and Estate Planning UpdateSusan von Hermann, Schiff HardinThe two-year window is closing on oppo...
This year, we focus on what you need to know about the:Outlook for tax and estate planning . The two-year window is closing on opportunities to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. An estate planning expert tells what you can expect next. Latest developments in Washington D.C. A note...
Heather Asher, Family Office ExchangeHeather provides a variety of member services and works to increase membership within the business-owning market. Recently, she took on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their...