Private Wealth New England Forum (Boston, MA) 5 April 2017
The 2017 Markets Group Private Wealth New England Forum is a valuable one-day meeting of the largest RIAs, private banks, family offices and high net worth (HNW) advisors on the East Coast. It will provide attendees with a peer-to-peer overview of asset protection and asset allocation strategies for client intermediaries. Speakers at this year's event will include Avi Cohen, Steven Mula, Patrick Barry, Michelle Knight, Nina Streeter, Shannon Saccocia, and more. Topics will include alternative investments, philanthropic planning, family governance, and succession planning.