Holistic Wealth Planning | McDermott

Holistic Wealth Planning

Overview


Partner Simon Goldring discussed the importance of collaborating across advisory disciplines to provide comprehensive advice to high-net-worth individuals at a recent STEP Jounrnal roundtable.

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Dig Deeper

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Las Vegas, Nevada / Speaking Engagements / April 22 - 24, 2025

Nevada Tax & Trust Conference 2025

New York, NY / Speaking Engagements / April 22, 2025

STEP New York: Global Citizenship: Opportunities, Considerations & Trends

Webinar / McDermott Webinar / April 16, 2025

Family Office Tax Webinar: The Family Office Rule Decoded