Wealth Preervation

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 [email protected]

Please click here to register

or call Linda Mantello at 732.450.8866, ext. 10

Private Wealth magazine



Multi Family Office

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.

Click here to view the agenda
Click here to register

Advisor magazine   and Private Wealth magazine

For more information on this workshop
please contact Steve Kimball at 732.450.8866, ext. 10 or [email protected]