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TSL Supports DC Finance: Wealth Management and Family Office Conference 2016

Wednesday, September 28, 2016 from 1:00 PM to 4:00 PM (EDT)

TSL Supports DC Finance: Wealth Management and Family...

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Event Details


 

 Supports

East Coast Family Office & Wealth Management

Annual Conference

September 28, 2016

Union League Club, New York City

To register for this event, click here

 

Following a sold out 2015 event, DC Finance is proud to present the 4th conference for the area’s top UHNWI and SFOs at the Union League Club offering not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else.

 

Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendships. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.

 

More than 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year’s event.   85% of our attendees are SFOs and ultra high net worth Individuals family members. Very strict guidelines are keeping this ratio intact and a thorough due diligence process is being made with each attendee.   Our events bring together American and International UHNWI, HNWI and SFOs, who enjoy the best speakers in the fields of oil and gas investments, real estate, homeland security, high tech investments, philanthropy, private family banks, families in business, direct investing, family office, estate planning, trusts and other various investment alternatives.

 

Through a series of panel sessions and presentations, the 2016 4th Annual East Coast Family Office & Wealth Management Conference expects to cover topics related to the following subjects, as well as other areas of interest and concern to affluent families:

  •  The Global Macro Economy
  • Traditional and Alternative Investing (dedicated panels will cover investments in Oil & Gas, High Tech, Real Estate and Art)
  •  Legal & Tax Issues
  •  Personal & Financial Security and other Lifestyle Issues
  •  Washington/Legislation/Fed Policy
  •  International Trends and Developments for Family Offices
  •  Family Office Governance
  •  Successfully Managing Family Dynamics
  •  Accounting and Tax Strategies
  •  Philanthropy

 

AGENDA - TBA

 

Primary Target Audience: UHNWI, HNWI and SFOs (average net worth of $400 million).

 

 

About DC Finance:

DC Finance is Israel’s leading financial conference organizers and the manager of one of the world’s largest family office conference (www.israelwealth.com) as well as the publisher of “Family Wealth” magazine, distributed to 15,000 high net worth families.

 

Have questions about TSL Supports DC Finance: Wealth Management and Family Office Conference 2016? Contact the organizer

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When & Where


The Union League Club
38 East 37th Street
New York, NY 10016

Wednesday, September 28, 2016 from 1:00 PM to 4:00 PM (EDT)


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