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Family Office Winter Forum

Event : Family Office Winter Forum

Mon, 04/03/2013  
Conducted by : Opal Group
Contact : Marketing

 Topics will include:

Government Regulation and Taxation for 2013 and Beyond
Tax Efficient Portfolio Construction
New Investment Styles for Family Offices
Best Practices in Family Philanthropy
Family Office Reporting
Asset Protection Strategies
Challenges of the trustee/beneficiary relationship
Creating a Family Constitution
Special Needs and Long-Term Care Planning
and many more!
 
UNIQUE CONFERENCE FORMAT
This family office conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited.
 

features

Interview

Ted Theodore

White Paper

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

etfexpress Awards 2016

etfexpress Awards 2016

Tue, 08/03/2016 - 17:47

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