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Event Details
When:
May 18, 2017 9:30 AM - 11 AM EDT
Where:
Location Name
Madison, NJ
Overview
Body
Member Forum Meeting
Thursday, May 18, 2017
8:30 am - 10:00 am
(continental breakfast will be served)
(continental breakfast will be served)
Private Briefing on Engaging and Retaining High Net Worth Individuals and Families with Assets over 20MM
Topics covered during briefing:
- What are the drivers that allow a family to beat the odds of 70% failure rate?
- What can I do now to gain access to the entire family?
- How can I help a family assess the readiness of the next generation to receive wealth?
- What are the benefits to forming a Family Office and is there a best time?
- Family Office options-what a family should consider before deciding on a FO structure
Sponsored and Hosted by ACG NJ Member:
Clare McCoy, CFP
Wealth Director, BNY Mellon Wealth Management
Presented by:
Amy Castoro, Vice President, The Williams Group
Cynthia Kendall-Gavenda, CEO Kendall Gray, LLC
Location:
BNY Mellon Wealth Management
1 Giralda Farms
Madison, NJ
1 Giralda Farms
Madison, NJ
Hosted by: ACG
Chapter
New Jersey
