The mass destruction of wealth over the past few months has changed how high net worth individuals and families view their investments, estates and advisors.

THE RULES HAVE CHANGED.

Come to the Wealth Forum to:

  • Network and exchange ideas with other high net worth investors and experts
  • Profit from understanding how the financial crisis and the Obama Administration's policies will impact investment and estate strategies
  • Protect your portfolio by learning how conventional wisdom on portfolio construction failed in 2008 and which risk management techniques have worked
  • Reevaluate tax, estate and retirement plans based on new Congressional initiatives
  • Improve the client-advisor model to align interests and performance

Don't Miss This Unique Opportunity To:

  • Discover what top investors, estate and tax advisors and family offices are doing
  • Exchange ideas and best practices with your peers
  • Network with other affluent investors and top advisors

 

Registration is now closed.
Thank you to everyone who helped make Wealth Forum 2009 a big success!

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