2016-01-19T00:00:00-0500

2016-01-19T00:00:00-0500

Private Wealth Southern California Forum Los Angeles, CA | January 19, 2016 Request Agenda


A one day meeting of the largest family offices, private banks, and registered investment advisors based in Southern California. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.


EDUCATIONAL PARTNERS


REQUEST AGENDA

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

Super Early Bird $1000 10/01/15
Early Bird I $1250 10/15/15
Early Bird II $1350 11/01/15
Pre-Event $1500 11/15/15
Standard $1650 12/15/15
Event Registration $2000 01/19/16

VENUE


Intercontinental Los Angeles Century City at Beverly Hills
2151 Avenue Of The Stars
Los Angeles, CA
United States 90067
CLICK TO VISIT VENUE WEBSITE

CONTACT

REGISTRATION SUPPORT

Patrick Egan

Relationship Manager

+1 917-551-5727

Patrick.Egan@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org