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

To learn more about the topics covered at this event, see the PowerPoint presentation here or contact Mike Sweeney here.