February Dinner Meeting Sponsored by BDO and SunTrust Private Wealth
Date: Tuesday, February 12, 2019
Time: 5:30pm - 8:00pm
Location: Ruth's Chris Steak House, CityPlace
Speaker: Jason Cain, Family Office Managing Partner, BDO
Special Thanks to our February Sponsors:
Speaker Information:
Jason has advised wealthy families on tax minimization, wealth preservation, and wealth management administration for more than 25 years. He is dedicated to demystifying the complexities of integrated wealth management for multi-generational families, and simplifying the wealth management process in order to preserve, protect and pass on their wealth and family values.
Jason began his career as a tax and estate planning attorney representing families in the strategic design, implementation, and administration of complex structures to manage generational wealth. He left private practice to design and manage a single family office for a Forbes 400 family, then transitioned to building out integrated wealth management services for multi-family office clients at a private bank and a family wealth advisory firm.
Jason began his career as a tax and estate planning attorney representing families in the strategic design, implementation, and administration of complex structures to manage generational wealth. He left private practice to design and manage a single family office for a Forbes 400 family, then transitioned to building out integrated wealth management services for multi-family office clients at a private bank and a family wealth advisory firm.
Schedule of Events:
5:30 Check-In, Cocktails and Networking
6:30 Dinner/Program Begins
8:00 Program Concludes - Dessert at table or take to go
