2017-07-21T00:00:00-0400

2017-07-21T00:00:00-0400

Private Wealth Pacific Northwest Forum Seattle, Washington | July 21, 2017 Request Agenda


The Private WealthPacific Northwest Forumis designed to bring together more than 100+ capital allocators and wealth managers from Washington, Oregon,Alaska, Idaho and British Columbia for a day ofnetworking and knowledge share. Our agenda willcover asset allocation, alternative investing, growing and passing on personalwealth as well as regulatory compliance and the current state of the financialmarketplace and global economy. As this event iscompletely closed door and invitation only, it has been designed to enablegenuine peer-to-peer learning and networking for the local HNW community.


EDUCATIONAL PARTNERS


WHY SPONSOR

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.

SPONSORSHIP ONLY

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


Columbia Tower Club
701 5th Ave #7500
Seattle, WA
United States 98104
CLICK TO VISIT VENUE WEBSITE

CONTACT

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org