A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire and Maine. The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary.
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly
specialized and expert industry to protect wealth?
SUCCESSION PLANNING
Maintaining wealth through generations–maintaining relationships and preparing
for changing economic and political environments.
ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private
client investors.
ALTERNATIVE INVESTMENTS
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset
classes all hold appeal for wealthy families–how do we demystify allocations
outside the traditional markets?
Family Governance
How do family offices clarify and coordinate governance – is good governance different for family firms?
PHILANTHROPIC PLANNING
Developing a charitable expertise, from the family to the high-end advisor.
Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue. |
Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA
United States 02215
CLICK TO VISIT VENUE WEBSITE