2017-04-05T00:00:00-0400

2017-04-05T00:00:00-0400

Private Wealth New England Forum Boston, Massachusetts | April 5, 2017 Request Agenda


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.
 


MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Key Discussion Topics

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.

PRICING

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.

VENUE


Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA
United States 02215
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH GROUP

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

MEDIA & MARKETING

Karishna Perez

Marketing Manager/ Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Ryan Gaviria

Program Manager / Investor Relations

+1 347-352-8615

Ryan.Gaviria@marketsgroup.org