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Private Client Trends & Developments in 2025

Private Client Trends Webinar

On-Demand Details

Watch this on-demand webinar for a recording led by Withum’s Private Client Service (PCS) Tax Team, aimed at providing clarity on market trends, common questions, and important planning considerations for High-Net-Worth Individuals.

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View this on-demand webinar to:

What should every private client and their teams be thinking or asking about as we enter Fall 2025?

Evaluate provisions in the One Big Beautiful Bill for impact on client situations

Identify when a Family Office structure should be considered

Analyze borrowing and charitable giving strategies for implementation as part of an overall tax planning strategy

Compare the benefits of owning real estate in an LLC versus a trust

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View this on-demand webinar to receive clarity surrounding market trends, top-of-mind questions, and relevant planning considerations within PCS.

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Featured Speakers

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Helder-Medeiros_Web
Helder M. Medeiros
Partner
Boca Raton, FL
Austin-Hagaman_Web
Austin R. Hagaman
Principal, Wealth Advisor
Justin-Lynch_Web
Justin Lynch
Partner
Red Bank, NJ
Anthony-Pagano
Anthony Pagano
Market Co-Leader, Private Client Services
Providence, RI
Rebecca-Perreault-Alicea_Web
Rebecca Perreault-Alicea
Principal
Whippany, NJ

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