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06Mar 2017
Join Markets Group and leading family offices, registered investment advisors (RIAs) and private banks in Los Angeles at the Private Wealth Southern California Forum. The day is geared towards providing delegates with an overview of key knowledge of asset allocation strategies for private client intermediaries, as well as asset protection strategies. Topics on this year's agenda will include alternative investments, philanthropic planning, succession planning, and family governance. Gain key information about esoteric asset classes, private equity, risk tolerance and leveraging industry specialization for wealth protection.