Insights
"2022 Family Wealth Advisors Interchange, " Raymond James
June 9-10, 2022
Raymond James
Day Pitney Corporate department chair R. Scott Beach and Boca Raton Trusts and Estates Partner Jim Ballerano presented at the "2022 Family Wealth Advisors Interchange, " sponsored by Raymond James on June 9-10 in St. Petersburg, Florida. The event explored the strategies and resources available to high net worth individuals to meet their unique needs. Ballerano and Beach presented on family office formation, structuring and governance, and related asset protection arrangements and tax mitigation strategies.
