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

OVERVIEW

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

WHY ATTEND

Access the growing community of Family Offices based in the region with targeted one-on-one meetings and speaking opportunities.

Gain exclusive insight into the evolving world of asset management, alternative investments, fixed income options, real estate, and impact investing.

Network with the heads of the largest private banks and most prominent RIAs and family offices in Northern California.

REGISTRATION

Key Discussion Topics Include:

  • 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

212-696-0892

Thomas.Mallon@marketsgroup.org