Date: May 10, 2017
Location: Boston, MA
- A Collaborative Process: Estate and Business Liquidity Planning
About the Event
Come hear from an investment banker, attorney and wealth advisor as they discuss the information you will need to know to advise your client that is planning to go through a liquidity event. The panel will discuss how to prepare your client for the sale process and how a team of advisors can work collaboratively together to address legal, tax and wealth preservation perspectives.