Feb 28 | New York – Personal Wealth Management Series & WIN Wednesday
The PEWIN New York Chapter is excited to launch our Personal Wealth Management Series at our February WIN Wednesday in partnership with Proskauer! This series, which kicked off in Boston in 2023, reflects the reality that while our members spend hours investing billions of dollars on behalf of millions of beneficiaries, they often lack the time to navigate the complexities of their own personal finance and wealth planning. During this series, we will address key aspects of personal wealth management.…
The PEWIN New York Chapter is excited to launch our Personal Wealth Management Series at our February WIN Wednesday in partnership with Proskauer! This series, which kicked off in Boston in 2023, reflects the reality that while our members spend hours investing billions of dollars on behalf of millions of beneficiaries, they often lack the time to navigate the complexities of their own personal finance and wealth planning.
During this series, we will address key aspects of personal wealth management. Our first NY session will focus on Estate Planning Essentials. Registered attendees will be surveyed in advance on the topics that will be the most impactful including:
Fundamental Estate Planning, Wills, Directives, etc
Dependent Concerns (Parents, Children, or Both)
Planning for Retirement Age
Titling of Assets and Ownership, Uses of Trusts
Tax Considerations & Recent Changes to Applicable Laws
Our group discussion will be led by Stephanie Heilborn, Partner and Member of the Executive Committee at Proskauer whose passion is working with women on their estate and wealth planning. A casual networking session will follow our program. We hope to see you there.
Thank You Proskauer!
When February 28, 2024 Wealth Management Session: 5:30 – 6:45 p.m. ET Networking: 6:45 – 7:30 p.m. ET Where Proskauer, 11 Times Square, New York, NY 10036 Registration Fee $25 for Institutional Limited Partners | $50 for All Others
For any questions about the event, please contact April Meyer at .
New York Committee Anna Dayn, New End April Meyer, Circle b Advisory, LLC Caryn Feinberg, Probitas Partners Lisa Lee, PSG & Providence Equity Stephanie Park, Apogem Capital Susan Soh, GrowthCurve Capital
PEWIN London cordially invites you to an Allocator’s Exchange Breakfast on March 18, 2026. Hosted at the offices of Mubadala Capital, our members will gather for a morning of discussions and thought-provoking insights into the private markets...
We are delighted to invite you to a thoughtfully curated spring gathering with PEWIN-Paris, designed to foster meaningful connections. The evening will focus on engaging dialogue and relationship building among members, complemented by an intimate...
We are delighted to welcome you as a PEWIN member and invite you to join our upcoming virtual Membership Orientation for members in the Asia region. This session offers an opportunity to learn more about PEWIN, explore the valuable benefits of your...
