About the Webinar
This webinar discusses when individuals should consider advanced estate planning. Experts advised that those with a net worth near the current federal estate tax exemption—approximately $14 million for individuals or $28 million for married couples—should begin planning with a trust or estate attorney. Age and future asset growth are also key considerations; if wealth is likely to grow beyond these limits, early planning is recommended. The webinar concluded with an invitation to connect with Simon Quick advisors for personalized financial guidance.
If you would like to learn more about our investment views, please read our most recent Market Update.
About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too.
In 2004, Leslie Quick was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide independent, fiduciary management for his family and others. Similarly, J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, opened a family office to protect and grow their family’s legacy.
In 2017, these two firms united to form Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we continue their mission to deliver wealth management that’s built on trust, not transactions.
