2016-03-01T00:00:00-0500

2016-03-01T00:00:00-0500

Private Wealth Northern California Forum San Francisco, CA | March 1, 2016 Request Agenda


The Private Wealth Northern California Forum brings together the leading regional private banks, RIAs and family offices for a one day networking & peer education platform. The forum’s agenda covers asset allocation, trust & estate planning, family governance,risk management and asset class specific sessions.


EDUCATIONAL 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

Super Early Bird $1000 10/15/15
Early Bird I $1250 11/15/15
Early Bird II $1350 12/15/15
Pre-Event $1450 01/15/16
Standard $1650 02/15/16
Event Registration $2000 03/01/16

VENUE


Hilton San Francisco Financial District
750 Kearny St
San Francisco, CA
94108
CLICK TO VISIT VENUE WEBSITE

CONTACT

REGISTRATION SUPPORT

Patrick Egan

Relationship Manager

+1 917-551-5727

Patrick.Egan@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org