Preparing for Liquidity: Strategies for Pre- and Post-Transaction Success
Presented By: CIBC / Venable LLP
Whether it's your first time taking chips off the table or you're a serial entrepreneur, advance planning can ensure you're not leaving money on the table. In this session, you'll discover essential strategies for pre-transaction readiness and post-transaction execution of what likely will be the most significant financial transaction of your life.
Moderator:
Managing Director & Senior Wealth Strategist
CIBC
Halsey Schreier is the head of the Delaware office and a senior wealth strategist for CIBC Private Wealth with more than 10 years of industry experience. In these roles, he works closely with high net worth clients firmwide with particular focus in Delaware, the Mid-Atlantic, New York and the Southeast. He assists clients by providing Delaware trust solutions, integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning and fiduciary administration for trusts and probate estates.
Prior to joining the firm, Halsey served as an associate with Smith Moore Leatherwood LLP, where he focused his practice on estate and tax planning for high net worth individuals, trust and estate administration, business succession planning, and corporate law. Previously, Halsey was an associate for Clawson and Staubes LLC, in Charleston, South Carolina.
He earned a Bachelor of Science degree in business administration from the University of South Carolina, a Juris Doctor degree from the University of South Carolina School of Law, and a Master of Laws (LL.M.) in taxation from the New York University School of Law.
Panelists:
Partner
Venable LLP
Mark Vecchio, the Chair of Venable's New York Corporate Practice, is an attorney representing clients in corporate a commercial transactions, with a focus on mergers and acquisitions for privately held companies. Hi clients include entrepreneurs, family offices, corporations, limited liability companies, partnerships, private equity firms and institutional investors. He is an Adjunct Professor at Columbia Law School and Columbia Business School, where he teaches a course entitled Strategic International Commercial Transactions.