Join us for a festive evening of celebration at our annual Holiday Gathering in Boston! Enjoy a night filled with delicious appetizers and cocktails as we come together to toast the season. This year, we’re excited to present Wealth Management Series Part 2 with valuable financial insights to help you plan for the future while celebrating the present. We are thrilled to have Laura Tuttle, Partner, Head of Family Offices and Private Investments; BFA Family Offices, Heather Gelchion, Managing Director Global Family Office at Rockefeller Capital Management and Katie Delaney, Partner, Portfolio Manager at Brown Advisory lead the investment management discussion.
Date: Tuesday, November 26, 2024
Time:
5:00 – 5:30 Arrival & Networking
5:30 – 6:30 Investment Management Discussion
6:30 – 7:00 Networking
Venue: Boston Family Advisors, 118 Newbury St, Boston, MA 02116
Fee: Complimentary
Thank you Boston Family Advisors for graciously hosting the event.
When You Know Enough to Be Dangerous But Not Enough to Avoid the Common Pitfalls:
Join Us For The Second Session of our Investment and Financial Planning Series
Series 2 of “Practical Strategies for Your Estate, Finances and Wealth” will focus on a critical but often overlooked aspect of our financial lives—our own personal portfolios. As professionals in the investment industry, we dedicate much of our time, energy, and expertise to managing portfolios for our clients, firms, and backing portfolio companies. Yet, amidst the demands of our work, it’s easy to neglect our own financial planning and personal wealth management. In this session, we invite you to take a step back and consider how you can apply the same level of attention to your personal finances as you do in your professional roles. Facilitated by experts in family offices and investment management, this discussion will guide you on how to stay on track, anticipate future needs, and proactively secure your financial future. It’s time to ensure that while you’re busy helping others build their wealth, your own is not left behind.
We’ll discuss topics such as:
- Considerations when selecting an investment advisor
- How to best understand portfolio management fees
- Investment implementation including passive versus active management, and how to access private investments at lower minimums
We hope you’ll gain new insights and new friends in this interactive session, and look forward to seeing you there!
