The Institutional Investor Annual Family Office Wealth Conference will be held at The Montage Resort & Spa, Laguna Beach, Calif.
The theme of this year’s Family Office Wealth Conference is “Analyzing Your Options, Identifying the Opportunities and Charting the Best Course Toward Your Family’s Objectives.” The conference will provide family members and executives with a forum to learn about the issues other families are grappling with and the strategies they’ve employed to deal with them.
This private, invitation-only meeting will examine issues in domestic public policy, geopolitics, philanthropy, intergenerational wealth transfer, personal security, investments and a complete range of topics affluent families must grapple with and deliberate as they pursue better results in the forthcoming year. Program includes panel discussions, break-out sessions and keynote addresses.
For information, contact Usha Bhate, + 1 212 214-3429,
ubhate@iiforums.com
;
www.iifamilyoffice.com
Please note that this is an invitation-only meeting; you must qualify to receive an invitation. There is a cost associated with this meeting; see website for details.
Sunday, September 22, 2013
Tuesday, September 24, 2013
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