PAM Award Winner 2012-2015, 2017-2018
Family Wealth Report Award Winner 2014-2016, 2018
AI Accounting, Audit & Tax Award Winner 2016-2017
ACQ5 Award Winner 2014-2017
FOR Awards Winner 2012 and 2013

Tom Handler attended the the Family Wealth Alliance Partner Summit as the Event Chairman on February 11th and 12th in Palm Beach, FL.

Handler Thayer, LLP is very grateful and pleased to have been again recognized at the 2018 Private Asset Management Awards Gala held on February 8, 2018, for the sixth time in the last seven years with the Best Trust & Estates Division award.

December 2017

We are pleased to share the most recent edition of our firm’s Legal & Tax Trends newsletter. Read the Winter 2017 newsletter here.

Tom Handler was featured in the article “On The Front Lines” in Private Wealth Magazine by Thomas M. Kostigen published December 18, 2017. Read the article here.

November 2017

Tom Handler was interviewed on Jim Fried’s business radio show Fried on Business regarding 2018 Tax Issues on November 30th. Listen to the interview here.

October 2017

Eric Kalnins presented on “What a European Company Should Know About Doing Business in the United States” to various Latvian businesses and Latvian government officials on Friday, October 27th at the Waldorf Astoria in Chicago.

Tom Handler spoke at the Opal Financial Group Annual Family Office West Forum on October 25-27, 2017 in Napa Valley, CA.

Tom Handler spoke at the Family Wealth Alliance Forum in Chicago on October 17-19, 2017.  He was also honored at the event by receiving the 2017 Family Wealth Alliance Leadership Award for Lifetime Achievement.

September 2017

Tom Handler spoke at the IMN Real Estate Family Office and Private Wealth Management Forum in Chicago on September 25th and 26th. Topics included Planning Ahead: Generational Transitions and The Enterprise Family.

Tom Handler conducted the webinar “LLC Structures and Risk Management” for USI Corporate on September 29th.

July 2017

Tom Handler authored a whitepaper titled “21st Century Family Office Structures” which was published by the Family Office Association in July, 2017. Read the article here.

June 2017

Handler Thayer hosted their annual Family Office Private Capital Forum on June 21st at the University Club of Chicago. For more information click here.

May 2017

Eric Kalnins spoke at the Ernst & Young Family Office Event regarding “Structures of a Family Office” in Chicago on May 23rd.

Tom Handler spoke at the Practicing Law Institute’s International Estate & Tax Planning Seminar about U.S. Family Office Structures and Operations for Global Families on May 22nd in New York City.

Steve Thayer spoke at the Alternative Investing Forum for Family Offices about direct investing at the University Club of Chicago on May 4th.

April 2017

Ben Hughes presented at the Small Business Owner’s Symposium hosted by Carter Dillon Umbaugh LLC regarding corporate structures and business planning opportunities in Valparaiso, IN on April 27th.

March 2017

Tom Handler was interviewed on the Wall Street Network Radio show Fried on Business on March 30th discussing his 2017 Family Office Outlook. Listen to the interview here.

Ben Hughes was a CLE presenter at the Chicago Bar Association where he discussed the topic “Business Operations and Expansion Through Property Income Tax Planning” on March 28th.

Tom Handler was a presenter at the Chicago Bar Association’s Trust Law Seminar on March 23, 2017 and discussed estate planning, buy-sell agreements and governance.

Tom Handler was on the Expert Tax Panel for the Family Wealth Alliance Conference in Chicago, Illinois on March 15, 2017.

Andrew Morton was interviewed on the Wall Street Network Radio show Fried on Business on March 9th discussing celebrity and sports philanthropy. Listen to the interview here.

Tom Handler was interviewed on a on the webcast “Real Estate Tax Strategies for Family Offices” for Institutional Investor and their Family Office Network discussing global family offices on March 8th. Listen to the interview here.

Tom Handler attended the 2017 Family Wealth Report Awards Dinner as both a judge and award nominee in New York, New York on March 2, 2017.

Tom Handler spoke on the panel How to Structure your Family Office: The Evolution of the Modern Day and the Future at the Opal Financial Group Family Office Winter Forum in New York, New York on March 1, 2017.

Tom Handler was quoted in the article “Preserving the Family Fortune: If you think accumulating a king’s ransom is difficult, try holding onto one” in Real Assets Adviser by Steffi Claiden published March 1, 2017. Read the article here.

February 2017

Eric Kalnins spoke at the Chicago Bar Association’s Federal Taxation Committee meeting on February 28, 2017.

Tom Handler was on a webcast for The Family Wealth Alliance on advanced tax and estate planning on February 22nd.

Tom Handler  was on the panel Remaking Income Tax & Wealth Transfer Strategies at the 2017 Alliance Partner Summit for the Family Wealth Alliance on February 9, 2017 in Houston, Texas.

Tom Handler became the Chairperson of the 2017 Alliance Partner Summit for the Family Wealth Alliance, February 7-9, 2017 in Houston, Texas.

Handler Thayer, LLP was very grateful and pleased to again be recognized at the 2017 Private Asset Management Awards Gala with the Best Law Firm in the U.S. – Client Service award.

This was one of only two law firm awards bestowed in North America by Private Asset Management.

Handler Thayer, LLP has been named Law Firm of the Year for a Consecutive Year, Family Office Law Firm of the Year for a Consecutive Year, Tax Law Firm of the Year for a Consecutive Year and Large Tier Estate Law Firm of the Year for a Consecutive Year by the ACQ5 2017 Law Awards.

Tom Handler was named Private Client Lawyer of the Year by the ACQ5 2017 Law Awards.

Steven Thayer was named Real Estate Lawyer of the Year for a Consecutive Year by the ACQ5 2017 Law Awards.

Handler Thayer, LLP has been named the 2017 Best Tax Law Firmby Acquisition International Magazine.

M&A Today has recognized Handler Thayer, LLP as the 2017 Large Tier Estate Law Firm of the Year – Illinois, USA

Corporate International Magazine has recognized Handler Thayer, LLP as the 2017 Estate Planning Law Firm of the Year.

The Lawyer International named Handler Thayer, LLP the Large Tier-Estate Law Firm of the Year – Illinois, USA in their 2017 Global Awards.

Handler Thayer, LLP has been named the 2017 Business Law Firm of the Year by Corporate LiveWire.

December 2016

Tom Handler wrote and article that was published by the International Family Offices Journal titled “Virtual Family Offices – a global trend”.

November 2016

Mike Whitty presented to the Chicago Bar Association on November 22, 2016 regarding year-end tax planning and proposed laws.

October 2016

Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office Private Wealth West Forum in Napa Valley, California on October 26, 2016.

Tom Handler  became the 2016 Chairperson of the Family Office Association’s Napa forum, October 24-25, 2016 in Napa Valley, California.

Steve Thayer spoke on the panel Direct Investing: What are Your Options at the Family Wealth Alliance 2016 Fall Forum in Philadelphia, Pennsylvania on October 19, 2016.

September 2016

Ben Hughes  spoke on “What the Rich and Powerful Know That You Do Not – Insights on Advanced Tax and Business Planning” at a conference sponsored by Dillon-Umbaugh Wealth Management in Plymouth, IN on September 30, 2016.

Tom Handler  was on the panel Making Legal Mountains out of Legal Molehills…When To and When Not To at the New York State Society of CPAs Family Office Committee Seminar, September 22, 2016 in New York, NY.

Tom Handler  was the keynote presenter on the panel Advanced Planning: The Changing Landscape of Income, Gift & Estate Taxation at the Annual Family Wealth Report Asset Allocation Summit, September 21-22, 2016 in New York, NY.

Tom Handler  was the keynote speaker on the panel Setting up Your Family Office & Building Your Family Office’s Capabilities and will be moderating the panel Defining Niche Investments and Finding & Evaluating Alternatives at IMN’s 1st Annual Real Estate Family Office and Private Wealth Management Forum, September 12-13, 2016 in Chicago.

July 2016

Tom Handler and Steve Thayer were quoted on living trusts and other tax-free ways to pass down property in the July 22nd Realtor.com article You’re Going to Die—Here Are the Best Ways to Deal With Your Home, by Warren Christopher Freiberg.

Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office and Private Wealth Management Forum in Newport, Rhode Island on July 18, 2016.

June 2016

Mike Whitty spoke on Planning and Administration for Unusual Assets:  Artwork, Pets, Guns, Planes, Wine, and (where legal) Cannabis at the American Law Institute CLE Annual Summer Program on Estate Planning in Depth at the University of Wisconsin Law School in Madison, Wisconsin on June 27, 2016.

More News at Handler Thayer