The Private Wealth Mid-Atlantic Forum brings together the region’s largest family offices, private banks and registered investment advisors for one day of streamlined education and focused networking opportunities. Attendees will receive insight on the latest asset allocation and asset protection strategies, whilst furthering their understanding of issues surrounding succession planning, alternative investments, philanthropic planning and family governance. The forum additionally provides extensive networking opportunities, offering one-to-one meeting opportunities and access to the rapidly growing community of family offices.

Conference website

The Private Wealth Mid-Atlantic Forum (Philadelphia) 7 Oct 2015