Wed. September 9 | 10:00 am PT
Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the wealth transfer process.
Don Delf, PwC, US Private Wealth Advisory Leader
Donald (Don) R. Delf is the US Private Wealth Advisory Leader for PwC, responsible for managing the Private Company Services (PCS) consulting practice for ultra-high net worth families with a focus on owners of private companies and family offices. Don has more than 30 years of experience in managing the delivery of complex integrated financial services to high net worth private business owners. His services include sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.