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

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

PRIVATE WEALTH OHIO FORUM

Cleveland, Ohio | May 3, 2016
REQUEST AGENDA

OVERVIEW

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

WHY ATTEND

Network with the heads of the largest private banks and most prominent RIAs in Ohio.

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 Ohio with targeted one-on-one meetings and speaking opportunities.

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 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