Please join Holland & Knight's Private Wealth Services Group and Merrill Lynch Wealth Management for the first installment of our Family Office Series focused on creating liquidity efficiently and effectively. In our initial presentation, we will discuss all things art – from planning and tax issues to financing.
These events will greatly benefit family offices and their in-house advisors. Breakfast will be provided. The ideal attendee is a representative of a family office with between $250 million and $750 million in assets.
Sean Gaffey | Senior Financial Advisor, Merrill Lynch Wealth Management
Jose Sirven | Financial Services Practice Group Co-Chair, Holland & Knight
Courtney Christensen | Director, Trusts & Estates, Winston Art Group
Michael Duffy | Wealth Strategist, Merrill Lynch Private Wealth
Deborah Larrison | Managing Director, Division Custom Credit Executive, Merrill Lynch Wealth Management
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