National Industry Leader | Private Wealth
111 S. Wacker Drive
Julia leads the Private Wealth sector of the Investment Management industry practice, Deloitte Tax LLP. This sector focuses on the needs and challenges of the buyers and providers of private wealth management services. In this role, Julia identifies emerging issues within the industry sector and works with team members across Deloitte to help deliver solutions.
2019 essential tax and wealth planning guide
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Preparedness: Death of a principal