Moses & Singer LLP

Tools of the Trade: Keeping Your Wealth Intact for Multiple Generations

November 2013

By: Allan Grauberd, Kimberly Klein, and Gideon Rothschild

Family Office Review

Preserving Wealth, Reducing Risk and Avoiding Lawsuits.  Sounds like every high net worth individual/family's dream. It is actually the title to a panel discussion jointly presented by Moses & Singer LLP and Family Office Metrics in the law firm's offices inside the Chrysler Building in Midtown Manhattan on November 13, 2013. 

Jon Carroll, president and CEO of New York-based Family Office Metrics moderated the discussion, which at the bottom line was about the critical importance of planning to avoid missteps that could lead to the detriment of the family. Among the main topics were asset protection, regulatory changes and litigation pertaining to small businesses, like the family office.

This article provides details of the presentations offered by Moses & Singer attorneys at this thought-provoking event, including remarks offered by Gideon Rothschild, Kimberly Klein and Allan Grauberd .


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