Hosted by: Family Office Exchange
Location: Georgia Tech Hotel and Conference Center, 800 Spring S.t, NW, Atlanta, GA 30308
Mark Harder, Partner, Warner Norcross + Judd LLP, presented at the Trustees and Beneficiaries Workshop sponsored by the Family Office Exchange, an international organization supporting wealthy families and their family offices. Mark reviewed various trustee options, discuss their pros and cons, and identified how to select the most qualified trustee for a family’s circumstances. Mark was joined in his presentation by a family patriarch and longtime client who recently completed the trustee selection process, providing for a lively discussion about how and why trustees are selected and how his client’s decisions about trustees have been supported through his relationship with Mark as his advisor.
For more information on the Family Office Exchange Trustees and Beneficiaries Workshop, visit the Family Office Exchange website to register for the FOX Trustees and Beneficiaries Workshop.