We are pleased to share the most recent edition of our firm’s Family Office Outlook newsletter. Read the 2021 Quarter 1 newsletter here.
Tom Handler. 2020 Tax and Estate Developments and Trends, Jim Fried’s Year-End Radio Show (December 16th, 2020)
Tom Handler has been shortlisted for the 2021 Private Asset Management wealth industry Lifetime Achievement Award. Often regarded as the “Oscars” of the US private client industry, the highly sought after PAM Awards for over two decades have provided a platform for top investment professionals, wealth advisors, law firms, consultants and other key service providers operating within the sector. He won the Family Wealth Alliance Leadership Award for Lifetime Achievement in 2017 and the Family Office Review Lifetime Achievement Award for Leadership and Service in 2015.
Andrew Morton was quoted in Sportico’s piece on professional athlete’s blooming foundations during COVID-19 and the fight for social justice and equality. Read more here.
Partner Eric Kalnins talked about the importance of estate planning, and the particulars that need to be ironed out well in advance. Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. Click here to listen.
Handler Thayer, LLP is again recognized with two of the most prestigious awards available to law firms in North America. Read more here.