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

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

PRIVATE WEALTH TEXAS FORUM

Dallas, TX | February 24, 2016
REQUEST AGENDA

OVERVIEW

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

WHY ATTEND

Access the growing Texan private wealth community 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 Texas

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

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

212-561-8926

Ken.Bauco@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

212-696-0892

Thomas.Mallon@marketsgroup.org

SPONSORSHIP

Daniel Browne

Relationship Manager

212-213-3272

Daniel.Browne@marketsgroup.org