Trust, Tax, & Estate Planning Forum

A part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. This forum will address issues relevant to family offices and those who support their day to day operations. The forum will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners.