EVENT CALENDAR

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay men, bisexual trans and queer (LGBTQ) members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional intelligence so these clients can honestly and openly discuss their needs. They may also need to address conflict between the LGBTQ individuals and other family members. The panelists will discuss how advisors can assess and improve their own approaches to helping these families.

Asset protection planning remains vital for many if not most clients. For the past few years, clients have been hyper-focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of asset protection planning.