Wealth Preservation Workshop
Directed by Hannah Shaw Grove
The Biltmore Miami Hotel
Coral Gables, FL
October 21, 2010
The economic crisis has prompted many people, especially the affluent, to re-evaluate the security of their financial and personal assets. Join us for a timely one-day workshop on the basics of wealth preservation and learn how to engage your most important clients on this sensitive topic. Leading private wealth specialist, Hannah Shaw Grove, will share key research findings from Russ Prince & Associates on the understanding and usage of wealth preservation techniques among the high-net-worth market and lead focused discussions on the core components of this growing discipline – legal strategy and investment planning, property & casualty insurance, and personal security – and the critical interdependencies that ensure the safety of wealth.
For more information about the workshop, please call David Smith, Group Publisher at 732.450.8866, ext. 26 or dsmith@pw-mag.com
or call Linda Mantello at 732.450.8866, ext. 10
Creating a Multi-Family Office Practice
Guidelines for Financial Advisors Targeting the Financial Elite
Directed by Hannah Shaw Grove and Richard J. Flynn
The Westin Bonaventure Hotel and Suites
Los Angeles, CA
November 4, 2010
Designed by the family office experts at Prince & Associates and
Rothstein Kass, this workshop is intended to provide participants with
insights and perspectives they can use immediately. Discussion, guided
analysis and case examples will make the session highly interactive and
stimulating. The goal of the workshop is to enable participants to
apply what they learn to create their own multi-family office and
cultivate the exceptionally wealthy – families worth $20 million or
more – by providing them with holistic, value-added approach.
Who Should Attend?
- Financial advisors wanting to be more competitive for business of
the wealthiest families.
- Multi-family office providers wanting to refine their business
models.
- Senior managers responsible for the family office services of their
firms.
- Other advisors wanting to become more knowledgeable about the
family office universe.
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For more information on this workshop
please contact Steve Kimball at 732.450.8866, ext. 10 or lmantello@fa-mag.com
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