Multi-Generational Tax Efficient Strategies

With changing tax environments and evolving financial planning considerations, understanding how to position assets efficiently can be an important part of long-term wealth planning.

Topics of discussion include:

• Tax-efficient asset positioning strategies
• Multi-generational wealth and legacy planning
• Trust structures and their role in wealth transfer
• Planning considerations for preserving wealth across generations

Event venue & nearby stays

2500 CityWest Blvd suite 750, 2500 CityWest Boulevard, Houston, United States

Concerts, fests, parties, meetups — all the happenings, one place.

Get the app →

Discover more events by tag