Money manager. Advocate. Detective. Family therapist. It takes many hats to meet the needs of high-net worth clients. To best address the needs of your wealthiest clients, and to sustain your role as a trusted adviser, join us for back-to-back events focused on individual and family legacies.
During the Conference on Tax Strategies for the High-Income Individual and the Private Foundation Summit, renowned experts will weave the various challenges and goals faced by affluent clients and reveal how you can deliver integrated, proactive advice. Don’t miss it!