Tom Handler will speak at the Financial Policy Council event “Family Office Round Table – A conversation about the issues of greatest concern to the world’s wealthiest families with industry insiders” on April 5th in New York, NY.
Tom Handler will be a featured speaker at a private luncheon on the topic “Heard From Clients: Will I Ruin My Family If I Give Them Too Much Money?” on March 29th in San Francisco, CA.
Tom Handler will be speaking at the Family Office Association Investment Forum on “Merits of Structuring (and How) as an Investment Focused Virtual Family Office: The Time is Now!” on March 16th in Palm Beach, FL.
Tom Handler was a panelist at the Opal Financial Group Family Office Winter Forum for the session “The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs” on March 1st in New York, NY.
Eric Kalnins will be speaking at the Northern Illinois Commercial Association of Realtors luncheon regarding “The Impact of Tax Changes to CRE & What to Expect in 2018” on February 27th in Oakbrook, IL.
Tom Handler attended the the Family Wealth Alliance Partner Summit as the Event Chairman on February 11th and 12th in Palm Beach, FL.
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.
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.
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.
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.
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.
Handler Thayer hosted their annual Family Office Private Capital Forum on June 21st at the University Club of Chicago. For more information click here.
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.
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.
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