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Estate & Tax Planning for High Net Worth Individuals

Please join us for a discussion about Estate & Tax Planning for High Net Worth Individuals by Jeremiah Barlow, Head of Family Wealth Services at Mercer Advisors.

Date: Wednesday, October 10th, 2018
Venue: Brae Burn Country Club, 326 Fuller Street, West Newton, MA 02465
Time: 5:30 reception, 6:30 presentation/discussion

Click here for directions.

If you have any questions please contact Eric Anderson at [email protected] or 857-378-1140.

Join Us October 10th

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Jeremiah H. Barlow, JD

EXECUTIVE VICE PRESIDENT, HEAD OF FAMILY WEALTH SERVICES Jeremiah oversees the Family Office Group, and serves as the firm’s lead trust and tax attorney. He provides clients with strategic advice in the areas of trust, tax, and wealth succession planning. Prior to joining Mercer Advisors, Jeremiah owned a law practice that specialized in estate planning. He earned his Political Science degree from the University of Nevada, Reno, and his Juris Doctor from Western Michigan University. Jeremiah lives in Santa Barbara with his wife and two sons.

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