Tax Issues, Investment Structures, & Asset Protection Solutions


Eden Roc Miami Beach

4525 Collins Avenue

Miami Beach, FL 33140 

Date & Time

Start Date: 10/05/2023
Start Time: 11:30 a.m. ET
End Time: 12:00 p.m. ET


Stuart Morris will moderate a panel discussion titled “Tax Issues, Investment Structures, & Asset Protection Solutions” at the IMN’s Real Estate Family Office and Private Wealth Management Forum. The panel will analyze the various tax-efficient frameworks accessible to both U.S. tax-exempt and non-U.S. institutional investors and family offices. The discussion will also address methods by which advisers can shield their clients and their assets against deceitful creditor claims while providing insights into state laws pertaining to trust and estate planning.


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Stuart R. Morris


(561) 750-3850

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