"2024 Family Wealth Advisors Interchange," Raymond James
March 21, 2024
Day Pitney Corporate department chair R. Scott Beach and Boca Raton Trusts and Estates Partner Jim Ballerano presented at the "2024 Family Wealth Advisors Interchange," sponsored by Raymond James on March 21 in St. Petersburg, Florida. The event explored the strategies and resources available to high net worth individuals to meet their unique needs. Both Partners presented on family office formation, structuring and governance, and related asset protection arrangements and tax mitigation strategies.