W talks: families and family office
Welcome to our families and family office podcast series, produced the the Withers families and family office group. Whether it relates to trust and estate planning, family business and investment issues, charitable and family legacy, or the structure and governance of family offices, Withers Families and Family Office Group has experienced lawyers across the US and around the world with relevant corporate, tax, trust and other related experience to help listeners navigate through family transitions and find the answers they need. In this podcast series, Ivan Sacks, the Head of the family office practice, talks with experienced practitioners in our Group about key topics related to managing, protecting, and enhancing multi-generational family wealth.
W talks: families and family office
Opportunities for planning in a low interest environment
In this podcast, we look at the opportunities for planning in the current, low-interest rate environment. Our host and head of the family office practice, Ivan Sacks, talks to Genevieve Larson, the head of Withers San Francisco office and a noted wealth planner, to consider guiding clients on estate planning during these unprecedented times, including addressing heightened concerns with mortality among wealth founders, and the importance of reviewing existing documents and plans to consider any needed changes. In addition, Genevieve highlights the importance of possible tax changes ahead and the current opportunity that exists to utilize intra-family loans and other planning tools geared off the current low-interest rate environment to transfer wealth generationally and meet desired goals for your family.