Jason MichaelsFamily Office Tax Services Leader, Tax Partner at AprioSpeaker
Profile
Jason has over 16 years of experience building close relationships with ultra-high-net-worth families and family offices while addressing their full range of financial needs including charitable planning, multigenerational wealth transfer, and sophisticated tax planning strategies. He is always focused on bringing not only his own knowledge and experience to each client, but bringing all the incredible knowledge and expertise Aprio has to offer to provide a great client experience and deliver the best results possible for his clients.
Agenda Sessions
Growing role family office is playing in shaping real estate investment and multi-generational wealth strategies
, 12:15pmView Session