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                GROWTH. TRANSFER. LEGACY.

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XPX New York: Pre-Transaction Planning: Key Considerations Ahead of a Sale

  • November 14, 2019
  • 8:15 AM - 10:00 AM
  • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)


Chris Brathwaite, William Blair’s Managing Director of Wealth Planning & Proceeds Structuring, will discuss critical planning considerations for business owners and shareholders ahead of a liquidity event.

He will explore improving:

  • Income tax efficiency
  • Estate structure
  • Long-term planning objectives  

Be prepared to share your experiences as he will engage members in the audience to share best practices and trends that they are seeing.

Our Speaker: Chris Brathwaite - William Blair, Managing Director of Wealth Planning & Proceeds Structuring

Chris Brathwaite is a wealth planner with over 20 years of consulting experience for families with significant wealth, business owners, and corporate executives. He focuses on providing pre-transaction planning guidance to owners and management teams in the areas of wealth transfer planning, philanthropic techniques, and overall tax efficiency.

Previously, Mr. Brathwaite worked at UBS as the director of consulting for high-net-worth clients in the Midwest. Earlier in his career, he was a vice president in the Wealth Advisory Services group of Piper Jaffray where he provided financial planning and portfolio construction guidance to individual clients and investment consulting services to foundations and endowments.

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