The annual Family Office Real Estate Institute Forum recently convened in Breckenridge, Colorado (January 29-31, 2025), bringing together leading experts to discuss critical strategies shaping the future of wealth management. Among the featured speakers, Tom Handler led an executive education session on 2025 Advanced Planning Strategies for Family Offices, providing attendees with actionable insights into wealth preservation, tax efficiency, digital assets, and philanthropic impact.
Handler’s presentation emphasized the pressing concerns and opportunities facing family offices today, including:
- Liability Management & Long-Term Wealth Preservation – Strategies to safeguard assets in an increasingly complex legal and financial environment.
- Wealth Transfer & Estate Planning – Addressing the generational shift as Baby Boomers pass down trillions in assets, utilizing the most effective estate, gift, and inheritance tools.
- The Role of Digital Assets & Emerging Technologies – Identifying investment opportunities that align with technological advancements and evolving economic conditions.
- Tax Mitigation Strategies – Navigating policy changes and structuring assets to minimize taxation across multiple jurisdictions.
- Impactful Philanthropy & Legacy Planning – Leveraging charitable giving and foundation structuring to maximize long-term social and financial benefits.
As family offices face economic shifts, new tax policies, and an evolving investment landscape, Handler’s insights provided practical strategies for long-term success. His expertise in estate and tax planning for ultra-high-net-worth families continues to position him as a trusted thought leader in the industry.
For more details on the FORE Institute Forum, visit FORE.Institute.