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Thomas Handler: Family Office Legal Trends

Part 1

Part 2

Jim Fried of Fried On Business talks to Thomas Handler of Handler Thayer, LLP, who chairs the firm’s Advanced Planning & Family Office Practice Group. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices. We discuss the virtual family office, what is a “regular millionaire,” and mid-year tax strategies.

Interview Segment

Episode 372: 06-09-16

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