Discuss how to manage the challenges of multi-generational wealth
II.
Talk off the record in an intimate, solicitation-free setting
III.
Ask questions on estate & tax planning, investment due diligence and asset allocation at expert-led roundtables
IV.
Relax with your peers at luncheons and an exclusive evening cocktail reception
Derive Maximum Benefit From The New Family Office Forum Our research shows certain families will derive particular value from the NEW Family Office Forum program
