Private Wealth Management Summit Spring 2013

2-4 June 2013, The Ritz-Carlton, Buckhead, Atlanta, GA

In light of current market conditions, implementing wealth preservation strategies remains a top priority for family offices executives. Keeping abreast of economic developments and capitalizing on investment opportunities as they arise will be the key for ensuring that portfolio goals are met. With the increasing demand to address non financial  issues such as family governance, legacy, philanthropy and taxes etc, family offices must now effectively balance the investment aspect of the business with the “softer side” issues, to ensure that their clients’ needs are catered to.

The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
 

marcus evans is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219 2417.
www.nasba.org