- This event has passed.
About to be Flush: How to Play a Winning Hand
May 22, 2019 at 3:00 pm EDT
Date & Time
Wednesday,
May 22, 2019
3:00 p.m. - 6:00 p.m.
LOCATION
Life Sciences PA
650 East Swedesford Road
Suite 190
Wayne, PA 19087
An experienced slate of professionals from Morgan Stanley and Offit Kurman will help you navigate your transaction from start to finish. Avoid potential pitfalls and learn how to maximize your position during a major financial business deal.
- Building an effective multi-disciplinary team
- Maximizing your companies worth
- Easing and understanding the sale process
- Understanding the transition phase and what that entails
3:00 p.m. - 3:15 p.m. - Arrival and Networking
3:15 p.m. - 5:00 p.m. - Panel Discussion and Interactive Q&A
5:00 p.m. - 6:00 p.m. - Bourbon, Light Fare and Networking
Enjoy rare bourbon and light bites while being empowered by knowledge that will alter your perspective.
**We will be doing and interactive Q&A throughout the discussion so please feel free to come with a prepared question to ask the panel of experts.
This event is complimentary to Life Sciences members and invited guests.
MEET THE PANEL
Herb FineburgPrincipal attorney at Offit Kurman
Website | hfineburg@offitkurman.com
Mr. Fineburg is recognized as one of Philadelphia's most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Known for his ability to resolve complicated matters effectively, Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets (i.e., in LLCs, partnerships, corporations, trusts or joint ownership).
Executive Director at Morgan Stanley and Head of the Wealth Planning Center for the Mid-Atlantic Region
Website | Joseph.P.Romano@morganstanley.com
In this role he works with the firm’s most ultra high net worth clients and their outside advisors on strategic solutions in the areas of estate, tax, legal and family governance. Utilizing a multi-disciplinary approach he is able to bring Morgan Stanley’s wide range of specialists to focus on solutions affecting the ultra high net worth client space. Utilizing both internal and external resources, Joseph works with clients their accountants and attorneys to develop deep intergenerational solutions and efficiency. Joseph brings the firm’s intellectual capital to clients and their professional service providers through sophisticated trust modeling, tax analysis, legal review and investment analysis. Joseph also teaches and grades advisors who enroll in the Morgan Stanley Family Wealth Director program and works closely with Morgan Stanley Gift. He is a frequent lecturer for the firm and actively speaks on topics ranging from tax strategy, diversity and governance.
Eric Salmansohn
Executive Director, Senior Investment Management Consultant ats Morgan Stanley
Website | Eric.Salmansohn@morganstanley.com
Eric Salmansohn CIMA® has over 30 year of experience and leadership, most notably as Executive Director Senior Investment Management Consultant at Morgan Stanley. He was recognized in the Forbes 2018 inaugural list of America’s Best-In-State Wealth Advisors and again in 2019. For the tenth year in a row he has been named to Barron’s top 1200 Advisors in America and since 2013 has appeared on the Financial Times list of America’s top 400 Financial Advisors.
Under his watchful guidance Salmansohn has helped grow his client’s portfolio’s. Salmansohn is responsible for financial planning, insurance, mutual funds, annuities, and retirement solutions. He provides advice on discretionary investments with management for individuals, corporations and institutions.
Skip to content