Resource Information: ........................................................................................ Creating an Enduring Family Legacy Best Practices Private Foundations Estate Taxes Are in Flux Estate Freeze Transactions The Impact of Healthcare Reform Legislation on High-Net-Worth Individuals and Implications for Planning The New Tax Relief Act: How Will You Be Impacted? Global Investment Committee Investment Ideas for 2011 Perspectives in Philanthropy Bringing the Best of Morgan Stanley Smith Barney to Your Family Office Practice ........................................................................................
Jonathan H. Evans Senior Vice President - Family Wealth Director David Donovan, CFP Senior Vice President - Family Wealth Director
The F.E.D. GroupMorgan Stanley Smith Barney One Fawcett Place, 3rd Fl. Greenwich, CT 06830 Tel: 203-861-5755 jon.evans@mssb.comdavid.donovan@mssb.com http://www.fa.smithbarney.com/fedgroup
