A Complete View of a Family’s Balance Sheet, 24 October 2018, New York


A Complete View of a Family’s Balance Sheet
– from Long-Term Investment to Lifestyle Management

Our annual autumn Investment Summit series. 2016 Asset Allocation Summit gave guidance on how to steer families through tides of low returns, in 2017 we discussed impact investing and the evolution in investment thinking to align financial and non-financial objectives.

This year, we will examine the wealth strategies family offices can deploy to ensure their members’ wellbeing in the fullest sense and across generations, covering not just wealth accumulation and transfer but also core concerns such as education, healthcare and security. Discussion topics will include:

  • Future-proofed investment plans
  • Optimising Wealth Structuring and Transfer (Particularly in Light of the Trump Tax Reforms)
  • Lifestyle Management and Mastering its Many Moving Parts (Private Aviation, Residences, Education and Healthcare)
  • Promoting Privacy, Security and Good-Standing 
This full-day event offers a platform for family offices and their trusted advisors to meet, exchange ideas and learn about latest thinking through highly interactive panel discussions, intimate in-depth sessions and peer-to-peer networking. 
For speaking opportunities contact adriana.zalucka@clearviewpublishing.com



Date and Time

Date: Wednesday 24th October • 2018
Time: 9:00 am – 6:00 pm


Pepper Hamilton LLP

Address: The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405