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Bryan Bloom

Partner
Faegre Drinker
Bryan Bloom is a tax authority and attorney who provides personalized and comprehensive estate planning for family offices and tax and transactional advice for investment funds and investors. He designs multigenerational plans, putting into place the right system to integrate next generations into the business, investment and charitable philosophy of the family. Bryan maintains a keen focus on designing tax-efficient strategies to advance clients’ personal goals and to protect family legacies. His background as a long-time general counsel of an investment management firm supports his work advising clients on tax aspects of major transactions and various forms of investments, both on entering and exiting the investments. Given his background, Bryan is uniquely situated to integrate all facets of income and estate taxes into transaction structures, addressing a wide range of issues related to their assets and business interests.

SESSIONS

Breakout Session #5: Killing the Goose? How to Avoid Laying a (Golden) Egg Speaker

Family Businesses need to strike a sometimes difficult balance between providing cash to the owners and reinvesting in the business. Too little for the owners, and some may lose interest, or push for a transaction, such as a sale of the business, to unlock greater liquidity. Too much, and the business may be starved. And where does the company go when it needs capital for expansion or other projects?