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.
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Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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. |
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