As part of the Private Wealth Series, the Family Office/Private Wealth Management Forum is Opal’s premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world. Some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends and soft issues surrounding this generation and future generations of families. The event will take place in historic Newport, Rhode Island, which is rich in history and wealth alike.
The Private Wealth Conference will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
Agenda Except:
Government Taxation and Regulation: New Rules for 2013 and Beyond
- Latest on Dodd-Frank Act for Hedge and Private Equity Funds
- IRS Wealth Squad Update and IRS Audit’s of Gift and Estate Tax Returns
- American Taxpayer Relief Act of 2012
- Current Estate and Wealth Transfer planning idea
- What will make it into law from the Obama budget
- The New Tax Rates under ObamaCare
- Cleaning up the mess from late 2012 transaction
Panelists:
Founder, Vogel Consulting (MFO)
Partner, Tannenbaum Helpern
Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
Sr. Managing Director, Wilmington Family Office / Wilmington Trust
Moderator: Managing Director, Pathstone Family Office (MFO)