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.
Network with the heads of the largest private banks and most prominent RIAs in Massachusetts, Maine, New Hampshire, Vermont, Connecticut and Rhode Island.
Gain exclusive insight into the evolving world of asset management, alternative investments, fixed income options, real estate, and impact investing.
Access the growing community of Family Offices based in New England with targeted one-on-one meetings and speaking opportunities.
|Super Early Bird||$1000||01/15/16|
|Early Bird II||$1350||03/18/16|