How should advisers be approaching this task? How do we structure entities for optimal returns and tax effectiveness?

Fewer advisors are showing families exciting investment opportunities, yet unique deal sourcing is another great way to stand out. We will discuss:

Private markets, private equity and alternative assets
Emerging opportunities vs traditional channels: what balance may be ideal?
Trusts as investment vehicles: trends and benefits
Asset allocation to mitigate risk, achieve financial objectives and preserve future wealth.

Keynote 3 – Differentiation of Investment Opportunities in a Saturated Market