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]
Sponsors
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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
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 [email protected]