Family Office Winter Forum

Mon, 04/03/2013 (All day) Conducted by  Opal Group Url  Family Office Winter Forum Contact  Marketing

 Topics will include:

Government Regulation and Taxation for 2013 and Beyond
Tax Efficient Portfolio Construction
New Investment Styles for Family Offices
Best Practices in Family Philanthropy
Family Office Reporting
Asset Protection Strategies
Challenges of the trustee/beneficiary relationship
Creating a Family Constitution
Special Needs and Long-Term Care Planning
and many more!
This family office conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited.

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