Family Office Winter Forum
Mon, 04/03/2013 (All day)
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.
- Special Reports
Latest Special Report
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Mon, 13/05/2013 - 14:56
As investor interest in smart beta gathers steam, this etfexpress report separates the hype from reality and outlines the risks and opportunities of smart beta investments
Mon, 13/05/2013 - 12:29
Tue, 20/12/2011 - 18:58
A look at the options available to managers re-examining their current home jurisdiction in the light of the changes that have swept the alternative investment management industry over the past three years
