HANDLER THAYER IN THE NEWS

Tom Handler was highlighted in the article, “Overcoming the Obstacles,” by Jim Fried discussing Advanced Planning and Family Offices in the January 2015 issue of South Florida Business & Wealth Magazine.

Tom Handler was a guest of the Wall Street Business Network’s Fried on Business radio show on November 13, 2014. He and host Jim Fried discussed advanced planning for high net worth clients, the Stealth Prenup TM and the Family Office Super Summit where he was a featured speaker. Listen to the interview here.

Mike Whitty was quoted in a Chicago Tribune article on June 15, 2014 regarding estate planning and management of family collections.

Handler Thayer, LLP was recently honored as the 2014 Global Awards Winner of the Large Tier Estate Law Firm of the Year in Illinois award by Acquisition Finance Magazine.

Thomas J. Handler and Jarrett Bostwick were quoted in the White Paper released by Ace Private Risk Services and Trōv, “Breakthroughs In Managing Tangible Assets: Completing The Picture Of Wealth.”  February 2014.

Tom Handler was quoted by author Andrew Barber in the article “As New Entrants Appear, Family Offices Reassess Their Niche” published by Institutional Investor on January 22, 2014.

Michael Whitty has been named to the 2014 Super Lawyer List for “Best Estate Plan and Probate Lawyers in Illinois” by Super Lawyers Magazine.

Andrew Morton was quoted in The Chicago Tribune’s article “Mike Ditka, Gale Sayers righted charity stumbles,” regarding Coach Ditka’s organization and Handler Thayer’s client Gridiron Greats, published on December 21, 2013.

Andrew Morton was quoted by Fox News journalist, Hollie McKay, in the article “Why hasn’t Jane Fonda’s $800G charity made any gifts since 2006,” on December 13, 2013.

Andrew Stroth’s Sports and Entertainment Law practice was featured in the Northwestern University Law Reporter. Northwestern Law Reporter. Volume II Number 1. Fall 2013.

Thomas J. Handler was interviewed by David Adler, a frequent writer for Financial Planning and Barron’s, for the article “The Seven Biggest Mistakes in Estate Planning.” The article was published on August 21, 2013 on Lord Abbett’s Financial Advisor Website and republished by Litman Gregory Advisor Intelligence on August 27, 2013.

Tom Handler was extensively quoted in the August 8th article, To Embed or Go Virtual With Your Family Office: That is the Question,” regarding Virtual Family Offices published by London-based Family Office Review.

Leading Lawyers Magazine August 2013 Consumer Edition features a full-length article on Tom Handler, titled “Combining Accounting, Law for Affluent Clients,” written by Amanda Robert.

Family Wealth Alliance issued its most recent publication – the Family Wealth Alliance 2012 Security Study. The Wall Street Journal picked up the related news release today which credits Handler Thayer, LLP as a contributor to the study. For a summary of the results, see: “Security Study Finds Gaps at Family Offices.

Andrew Morton was quoted by Jill Warren Lucas in the Philanthropy Journal article “Paula Deen debacle slows launch of new The Bag Lady Foundation” on July 10, 2013.

Andrew Morton was quoted by Michael Burteau in the Bloombergarticle “Druckenmiller Donation Helps Masters Charity Reach $6.8 Million” on April 8, 2013.

Thomas J. Handler wrote the article “Do Your Research, and Be Stealthy” featured in the New York Times Forum on Prenuptial Agreements on March 21, 2013.

Handler Thayer, LLP named 2013 Best Private Client Law Firm in the United States by Private Asset Management Magazine.

Corporate International of London names Handler Thayer, LLP the Best Tax Law Firm in Illinois for 2013 and the Best Estate Planning Law Firm in Illinois for 2013.

Citywealth Magazine of London, England named Thomas J. Handler to its prestigious global list of Leading International Lawyers for 2013. The benchmark publication’s Leaders List is the result of an extensive, year-long program of peer recommendation and verification which ensures that only leading professionals in the wealth industry are included.

Best Lawyers again named Jarrett Bostwick to its 2013 list of Best Lawyers in America in the area of Estate Planning. Selections are made by a nationwide independent panel after conducting extensive peer reviews and client surveys.

In Private Asset Management Magazine’s February 2013 edition, Amber Morgan’s article “Wegelin’s Guilty Plea Changes Face of Private Banking” quoted Thomas J. Handler. “It’s even more egregious since Wegelin knew that the Treasury was already examining the transactions of other major Swiss banks,” said Thomas Handler, partner, Handler Thayer, LLP. He believes that since Switzerland is a great banking center but not a good asset protection jurisdiction, the majority of customers will begin to close their Swiss accounts and assets are likely to be moved back to the US or to one of the stronger international asset protection jurisdictions. “Ultimately, the private banking industry globally is now on notice that the reach of the US is long and relentless,” said Handler, adding that private banks engaged in illegal activities should know that their day is certainly coming. “As the world continues to globalize, we expect less tolerance among legitimate jurisdictions and banking institutions for foreign taxpayers seeking to enlist them directly or indirectly in committing tax fraud.

In TIME Magazine’s December 3rd issue, Joel Stein’s article  “Sweet Charity,”  quoted Washinton, D.C. Handler Thayer Partner,  Andrew Morton.  “In the 1970s, athletes just did things for the United Way.  Now we live in this whole Facebook, social media, look-at-me kind of world where celebrities think, I can throw a football, so I’m a philanthropist.  No, you’re a guy who can throw a football.  There are two types of missions.  You can have a mission to do stuff.  You can also have a mission of raising awareness.  [Philanthropy branding] is what you need to do if you want to have impact now.  Angelina Jolie: refugees.  Bono: AIDS.  George Clooney: Darfur.

The December 2012 issue of Private Asset Management Magazine (PAM) conducted a “Focus on Legal Solutions” roundtable featuring Thomas J. Handler, discussing the impact of tax law and compliance regulations on the private asset management industry.

The Institute for Private Investors (IPI) is an international association of family office and ultra-high net wealth investors.  IPI featured a summary of Tom Handler‘s presentation to IPI earlier this year, “The Dodd Frank Act: Implications for Family Offices,”  in its 2012 report which highlights the best insights and thinking from the past 12 months.

The October 2012 issue of Financial Advisor Magazine quoted Thomas J. Handler regarding 2012 year-end income tax and estate tax planning in its article Tough Choices, authored by Mary Rowland.

The Chicago Daily Law Bulletin quoted Andrew Morton discussing brand image, celebrity representation and contract termination in “Morality Clauses Cause Armstrong to See Deals End,” October 25, 2012.

Thomas J. Handler was quoted in the article Lawyers Doubt if Olympic Tax Deal Worth Pursuing” published by the Chicago Daily Law Bulletin (August 7, 2012).

Thomas J. Handler was quoted in the article “Costs and Rising Barriers Forcing Change in the Commercial Family Office Landscape” published by Family Office Review (July 25, 2012).

Family Office Review bestows the 2012 Best Private Client Law Firm in North America Award on Handler Thayer, LLP.

Thomas J. Handler was quoted in Crain’s Chicago Business on May 28, 2012 discussing Private Equity Investments by Family Offices.

Thomas J. Handler was quoted in “The Family Office in the Dodd-Frank Regulatory Environment: New Risks & Requirements”white paper published by HUB International Personal Insurance (May 2012).

Thomas J. Handler was quoted in the book, “The Family Office Book: Investing Capital for the Ultra-Affluent,” authored by Richard C. Wilson and published by Wiley Publishing Inc. (May 2012). Mr. Handler is quoted discussing Family Office Investment Committees and Family Office Governance.

Handler Thayer, LLP named 2012 Best Overall Law Firm in the U.S. serving ultra-high net worth families and family offices by Private Asset Management Magazine.

The Chicago Daily Law Bulletin quoted Andrew Morton discussing philanthropic work done by professional athletes and celebrities in “Attorney Plans to Transition Sports Agency into New Consulting Group,” December 27, 2011.

“Charity and Service:  Giving Like the Stars.” Fast Company. Alice Korngold. December 20, 2011. This article was also picked up by USA Today.

“Tiger Woods Finally Gets Endorsement For Bag.” Chicago Tribune. November 10, 2011.

“The Rockin’ Renaissance Man.” Private Wealth. Thomas M. Kostigen. November 2011 issue.

“Goodbye, Family Fortune.” Barron’s. Michelle Slatalla. September 17, 2011.

“World’s Rich Families Face US Asset Disclosure.” Financial Times. Dan McCrum. August 22, 2011.

“More Endorsements for Michael Vick.” ESPN. July 20, 2011.

“Goodbye Family Office?” Family Office Review. Shahnaz Mahmud. July 15, 2011.

“Do You Have the Right Structure in Place?” Inc. Magazine. July 2011.

As Assets Rise, Family Offices Face More Complexity.” Family Wealth Report. Charles Paikert. June 6, 2011.

Strategic Coach Helps Lawyers Achieve Career Goals. Chicago Daily Law Bulletin. April 23, 2011.

New Tax Bill Seen as Boon for Wealthy Clients. Wealth Management Letter. Charles Paikert. December 22, 2010.

“Avoid Pitfalls When Using Independent Contractors.”Inc. Magazine. December, 2010

SEC Raises Questions for Family Offices. Dow Jones Financial Advisors Blog. Thomas Coyle. October 18, 2010.

More Wealthy Migrate South to Avoid Tax Hikes. Investment News. Hilary Johnson. August 8, 2010.

The Dodd-Frank Reforms – The Family Office Implications, Fiduciary Concern.” Family Wealth Report. Charles Paikert. July 20, 2010.

Brokers, Underwriters Find Noncompete Agreements Tricky.Insurance News. Meg Green. July 2010.

Borderline: Practicing Across the Illinois Line. Chicago Lawyer. Timothy R. Burke. May 27, 2010.