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Trust, Tax & Estate Planning Forum:
PREPARING FOR THE NEXT GENERATION
A Private Wealth Series Event
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| March 7, 2011 |
| Grand Hyatt New York, New York, NY |
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A part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. This forum will address issues relevant to family offices and those who support their day to day operations. The forum will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners. |
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Featuring Keynote Speaker:
Joseph P. Toce, Jr, Managing Director, WTAS
"Tax Planning for the Rich and Famous" |
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A Special Thanks to Our Advisory Board: |
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National Philanthropic Trust
SIFIRM, SANTA CLARA UNIVERSITY
Masino Family Office (SFO)
Pathstone Family Office (MFO)
CI Investments (SFO)
Aston Pearl
Osborne Siegel Private Family Office (SFO)
HANDLER THAYER, LLP
STRASSLER, LLC |
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Chapin Hill Advisors, Inc
Angus advisory Group LLC
VERITABLE, LP (MFO)
WTAS, LLC
MET CIRCLE
GREYCOURT & CO. (MFO)
HAMMOND ASSOCIATES
GRAYMATTER STRATEGIES, LLC
Duncan Associates, Attorneys and Counselors, P.C. |
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- Government Taxation and Regulation: What are the current changes and how do we deal with them?
- The Future of the Estate Tax-Constructing an Estate Plan for the 21st Century
- Tax-Efficient Investing and the Importance of Valuation Expertise
- Role of Life Insurance in Complex Estate Plans
- Options for Charitable Giving - what are the most common giving vehicles and how are wealthy individuals using them?
- Better Options for Users of Trust Services
- Asset Protection Strategies
- Life Settlements as an Alternative Asset Class
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Conference Registration Prices: |
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Standard Registration - ($1,795 USD)
Registration is Complimentary for representatives of Not-For-Profits, Endowments, Foundations, Non-Discretionary Consultants, and qualified Single and Multi-Family Offices who are attending the Investment Consultant Forum. |
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| Registration price reflects $100 online discount |
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Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898
Email: info@opalgroup.net
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Grand Hyatt New York SOLD OUT
109 East 42nd Street at Grand Central Terminal,
New York, New York, 10017
Tel: +1 212 883 1234 |
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