Briefings 14 Jun 2017

PAM Breakfast Briefing: Tax and Investment Considerations in an Uncertain Time

The Briefing is will explore how the new administration's tax codes will affect family offices and their investments

Venue: The Lambs Club, 132 W 44th St, New York, NY 10036, United States

Join Private Asset Management, in partnership with EisnerAmper, for our US Breakfast Briefing, a free to attend event, featuring a panel-led discussion and informal networking.

The Briefing is an excellent opportunity to update your knowledge, whilst meeting with your peers and connecting with new business contacts.

It’s been a whirlwind few months in Washington and we have a long and uncertain road ahead with regard to tax reform. While officials in the White House and Capitol Hill are wrestling with reform, Britain has initiated the Brexit process and is about to go to the polls. France has a new president and Andrea Merkel sets a new course for the EU. At this month’s briefing, our panel of experts will explore the impact of tax reform in the United States as well as international developments and how they will impact family offices and their investments.

Discussion topics:

-How will this push impact high-net-worth and ultra-high-net-worth households?
-Will Trump and the Republicans in Congress implement lasting changes through the reconciliation process?
-What will be the impact on businesses owned by ultra-high-net-worth individuals and family offices?
-With so much up in the air at this point, what can be done to prepare for these changes?

Speaker panel:

Timothy Speiss, partner-in-charge, personal wealth advisors practice, EisnerAmper LLP
Stephen Mazzotti, partner, audit and assurance services practice, EisnerAmper LLP
David Blatt, CEO, CapStack Partners
Christina Baltz, partner, Withers Bergman


08:30 Breakfast & networking
09:10 Introduction
09:15 Panel discussion – Tax and Investment Considerations in an Uncertain Time
10:00 Questions
10:15 Close

The event is FREE to attend for existing Private Asset Management members and trial users.

Not a Private Asset Management member? Join our membership community today and receive a wealth of benefits including:
– Direct access to daily news updates, data and analysis.
– Invitations to our collection of events including breakfast briefings, awards, summits and webinars.
– Eight specialist networks for the latest industry trends.
– Benchmarking data for flows, performance and product development.
And more.

Register now for your free trial and experience the full range of benefits available to you, as well as entry to the above event.

Please note: this event is not open to any members of the press unless agreed in advance with the organisers.

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