Insight Center: Events

Family Office Summit: Integrating the Full Balance Sheet

Speaker: Andrew Hulsh

9:00 AM - 6:00 PM (ET)
Family Office Summit: Integrating the Full Balance Sheet

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:

  • Future-proofed investment plans
  • Optimizing wealth structuring and transfer (particularly in light of the tax reforms)
  • Lifestyle management and mastering its many moving parts (private aviation, residences, education and health care)
  • Promoting privacy, security and good-standing
  • Wealth management options for the UHNW: Can any firm truly satisfy its needs over the long term?

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.

For more information, visit http://clearviewpublishing.com/events/fwr-summit-complete-view-familys-balance-sheet-long-term-investment-lifestyle-management/.


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.

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