"Advising Clients on Incorporating Sustainability, Social Impact and Philanthropic Goals into Family Business and Wealth Succession Structures," Cambridge Forum for International Wealth Advisors

On May 16, International Tax Partner Carl Merino co-led the session, “Advising Clients on Incorporating Sustainability, Social Impact and Philanthropic Goals into Family Business and Wealth Succession Structures,” at the Cambridge Forum for International Wealth Advisors – Second Generation in Portugal.

The discussion covered use of both for-profit and nonprofit structures, regulatory constraints and practical considerations in advising multinational families on how to incorporate charitable giving, impact investing and ESG concerns into their business, investment and wealth succession plans.

Carl is an active member of the Steering Committee of the Forum, which itself is an annual meeting for the top legal advisors, trustees, private bankers and CPAs, who advise HNW & UHNW international families on estates, trusts and tax law, to explore common concerns, exchange ideas and resolve challenges faced on behalf of clients in their respective jurisdictions.