2017-02-27T00:00:00-0500

2017-02-27T00:00:00-0500

Private Wealth Texas Forum Dallas, TX | February 27, 2017 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.


MEDIA & INSTITUTIONAL 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

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


Belo Mansion
2101 Ross Ave
Dallas, TX
United States 75201
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

MARKETING MANAGER

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Ryan Gaviria

Program Manager / Investor Relations

+1 347-352-8615

Ryan.Gaviria@marketsgroup.org