CLATs: An Underutilized Strategy
The breakfast roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:30 a.m.
Advance reservations are required.
Sponsors:
Meeting Location:
All Children's Education Conference Center - DIRECTIONS
701 4th Street South
St. Petersburg, FL 33701
Hunter Payne's Bio:
EXPERIENCE
Before joining Northern Trust in 2017, Hunter was a Managing Member, General Counsel, and Chief Planning Officer of Harbour Capital Advisors, LLC, a multi-family office and investment advisory firm with offices in Florida and Washington, DC. Prior to Harbour Capital, Hunter’s experience encompasses tenure as a tax attorney and consultant at US Trust, Fidelity, Ernst & Young, and Arthur Anderson.
EDUCATION
Hunter received his Bachelor of Arts degree from the University of North Carolina – Chapel Hill and his Juris Doctor degree from the University of North Carolina School of Law.
CREDENTIALS
Hunter is a Senior Vice President and Regional Wealth Advisor. He is an attorney licensed to practice law in North Carolina and Massachusetts. He has been quoted in various financial publications and is a regular speaker for many professional and civic groups on wealth transfer planning and family governance issues.