2016-05-03T00:00:00-0400

2016-05-03T00:00:00-0400

Private Wealth Ohio Forum Cleveland, Ohio | May 3, 2016 Request Agenda


A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Ohio.  The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary. 


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 12/25/15
Early Bird I $1250 01/29/16
Early Bird II $1350 02/26/16
Pre-Event $1450 03/25/16
Standard $1650 04/15/16
Event Registration $2000 05/03/16

VENUE


The Ritz-Carlton, Cleveland
1515 W 3rd St
Cleveland, OH
United States 44113
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

PROGRAM MANAGER

Michelle Quilio

Program Manager

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org