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Thomas Handler: Family Wealth Management

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. Handler 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, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. Handler has spent the summer meeting with some of the world’s most prominent families. We will discuss what these families say are the newest family wealth management trends and challenges for their investments and what Handler is advising them to do to protect their interests.

Interview Segment

Episode 333: 09-10-15

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