Adam Sherman spoke at the 2022 FOX Family Office Forum; a program which brings together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, to discuss the most critical challenges and opportunities that family offices are dealing with.

Adam gave a 2022 Trust, Tax, and Estate Planning Update, allowing attendees to walk away with concrete ideas on how to enhance the operations of the family office and positively impact the families they serve.

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