2017-05-10T00:00:00-0400

2017-05-10T00:00:00-0400

Private Wealth US Forum New York, NY | May 10, 2017 Request Agenda


The Private Wealth US Forum is our flagship Private Wealth Series event for North America and is the culmination of our 27 regional forum.  By bringing together the leading single- and multi-family offices, fee-only investment advisors and high-net-worth allocators from across the nation, the Private Wealth US Forum.is the leading venue for peer-to-peer investor education and professional networking for the private wealth industry.      




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PAST MEDIA & INSTITUTIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

  • The event will provide updated education on asset allocation and asset protection learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, tax, trust and estate planning. Learn about the latest regulations.
  • 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?
  • Philanthropy–How are Philanthropy leaders and impact investors approaching this concept when investing their money.
  • Family Governance–how can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come.



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


The Harmonie Club
4 E 60th St
New York, NY
United States 10022
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

INVESTOR RELATIONS

Chris Glynn

Program Manager, US Private Wealth

+1 212-696-0878

Chris.Glynn@MarketsGroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org