2016-02-24T00:00:00-0500

2016-02-24T00:00:00-0500

Private Wealth Texas Forum Dallas, TX | February 24, 2016 Request Agenda


A one day meeting of the largest family offices, private banks and registered investment advisors based in Texas.  The event provides an educational overview of both asset allocation and asset protection strategies for the private 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

Event Registration $2000 02/24/16

VENUE


Belo Mansion
2101 Ross Ave
Dallas, TX
United States 75201
CLICK TO VISIT VENUE WEBSITE

CONTACT

MARKETING

123-456-7890

employee@marketsgroup.org

REGISTRATION SUPPORT

Patrick Egan

Relationship Manager

+1 917-551-5727

Patrick.Egan@marketsgroup.org

SPONSORSHIP

Ken Bauco

Head of US Private Wealth Sales

+1 212-561-8926

Ken.Bauco@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org