Preparing for the Transaction of a Lifetime

Category    Learning
Date      March 10, 2021 / Wednesday / 7:00pm - 8:00pm
Venue     Via Zoom -             

Running a business requires an exceptional ability to hold on to the big picture while managing the day-to-day details. As you begin to think about selling your business — in whole or in part — or transferring ownership to family members, various strategies can help you achieve your objectives, with the most favorable of terms.
Join EO Strategic Alliance Partner, Morgan Stanley for an informative and action-oriented seminar strategically designed to guide you as you plan for the sale, merger or succession of your business.

We’ll help answer key questions as you prepare for the next chapter of your business’ story — and yours.

Angelo Loumbas is the Family Office Resources Generalist for Family Office Resources in the Northeast Region of Morgan Stanley. He provides specialized expertise to a broad range of family wealth management issues, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education, and lifestyle advisory. Angelo has over twenty years of experience advising wealthy families, business owners, and philanthropic organizations.

Originally from Chicago, Angelo practiced law for 15 years and represented clients, closely-held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners, the Estate Planning Councils of Lower Fairfield County (CT) and Westchester County (NY), and the Chicago Estate Planning Council. He has spoken on topics such as “Conditions Suggesting a Management Buyout”, “Tax Consequences of Intra-Family Loans,”and “Conversations about Wealth and Philanthropy with Prospective Donors”

Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised clients in the financial services industry for 10 years. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66, and 24 licensed.


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