Duffy & Sweeney and US Trust gathered with a select group of privately held business owners for lunch, an information panel discussion and championship golf in the thrid annual forum. The panel addressed the current M&A landscape, the implications of the recent Tax Act, and a business owner viewpoint and planning strategies designed to achieve maximum results.
Moderated by Patrick LeBeau of US Trust, the following panelists joined Mike Sweeney for a lively discussion:
Mitchell Drossman, Managing Director, National Director of Wealth Planning Strategies, US Trust
William Hatfield, Market Executive, U.S. Trust & Rhode Island Market President, Bank of America
Tim Hebert, CEO of Trilix