Events Information

NCEPC-SD is proud to welcome Kim Kamin with Gresham Partners, to discuss:

Using Directed Trusts and Family Offices:
An Overview of Different Models and Planning with Optionality 

These days the use of directed trusts and the term “family office” is pervasive for those of us working with ultra high net worth clients. This program will unpack the definitional issues involved when discussing family offices and their common variations. The presenter will answer common questions about family offices. What services do family offices tend to provide? What are some important issues for estate planning professionals to keep in mind when interacting in the world of family offices and utilizing divided trust structures or private trust companies? 

Kim Kamin, Partner
Chief Wealth Strategist
Gresham Partners LLC
Office: 312 960 0200
Mobile: 312 613 9261
[email protected]
Kim Kamin Bio
greshampartners.com

Our Non-Profit Spotlight:

Angela Pennella, Board Member and Survivor
San Diego Brain Injury Foundation

Angie Pennella
Team Leader/Realtor @AngiesHomes
Keller Williams Carmel Valley/Del Mar
#619-894-6150

[email protected]