Liquidity Events
Presented By: CIBC / Venable LLP
Panelists and description to be announced soon.
Moderator:
Managing Director & Senior Wealth Strategist
CIBC
Halsey Schreier is the head of the Delaware office and a senior wealth strategist for CIBC Private Wealth with more than 10 years of industry experience. In these roles, he works closely with high net worth clients firmwide with particular focus in Delaware, the Mid-Atlantic, New York and the Southeast. He assists clients by providing Delaware trust solutions, integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning and fiduciary administration for trusts and probate estates.
Prior to joining the firm, Halsey served as an associate with Smith Moore Leatherwood LLP, where he focused his practice on estate and tax planning for high net worth individuals, trust and estate administration, business succession planning, and corporate law. Previously, Halsey was an associate for Clawson and Staubes LLC, in Charleston, South Carolina.
He earned a Bachelor of Science degree in business administration from the University of South Carolina, a Juris Doctor degree from the University of South Carolina School of Law, and a Master of Laws (LL.M.) in taxation from the New York University School of Law.
Panelists:
