Holistic Wealth Planning - McDermott Will & Emery

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

Chicago, IL / McDermott Event / May 14 – 15, 2024

Tax Symposium 2024

Miami, FL / Speaking Engagements / February 16, 2023

The US Income Tax Implications of Itinerant Trustees and Beneficiaries

Webinar / McDermott Webinar / February 27, 2024

Family Office Tax Webinar Series: Compensation Strategies

New York, NY / Speaking Engagements / March 14–15, 2024

19th Annual International Estate Planning Institute

Webinar / Speaking Engagements / December 14, 2023

Corporate Transparency Act: Overview of New Reporting Requirement