November 30, 2022

Volume XII, Number 334

What Rising Private Equity Professionals Need to Know About Estate Planning and Investment Planning

Please join us on Friday, May 8 when Tye KloosterBenjamin Lavin and Jonathan Nickow will review what up-and-coming private equity professionals need to consider when preparing a wealth transfer plan for their private equity interests. In particular, the presentation will cover an introduction to estate and wealth planning and will take a close look at specific items to consider as an up-and-coming private equity professional.

SPEAKERS:

Tye J. Klooster

Partner
Private Wealth
Katten

Benjamin Lavin

Associate
Private Wealth
Katten

Jon Nickow

CFA, CFP®
Summit Trail Advisors

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