Presented by Family Wealth Report
Integrating the Full Balance Sheet - From Investment to Lifestyle Management
In the next episode of Family Wealth Report’s annual autumn Family Office Summit series, we will examine the wealth strategies family offices can deploy to ensure their members’ well-being in the fullest sense and across generations, covering not only wealth accumulation and transfer, but also life or lifestyle concerns, such as education, health care and security.
Discussion topics will include:
This full-day event offers a platform for family offices and their trusted advisors to meet, exchange ideas and learn about the latest thinking through highly interactive panel discussions, intimate in-depth sessions and peer-to-peer networking.
Pepper Hamilton New York Office
The New York Times Building
620 Eighth Avenue
New York, NY 10018
This event is complimentary for invited guests. If you’d like to enquire about attending, please contact Theodora.Viney@clearviewpublishing.com.