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Nov 9 – Boston – Personal Investment And Financial Planning 2.0

When You Know Enough to Be Dangerous But Not Enough to Avoid the Common Pitfalls: Join Us for Personal Investment and Financial Planning 2.0 and Share Insights as We Plan for the Future! The world of personal investment and financial planning is always evolving, and just when you think you have your “ducks in a row” something changes – a new tax, a shifting macroeconomic landscape, or new legislation.  With our focus often centered on our jobs, clients, firms, portfolio…

Oct 04, 2023

When You Know Enough to Be Dangerous But Not Enough to Avoid the Common Pitfalls:
Join Us for Personal Investment and Financial Planning 2.0 and Share Insights as We Plan for the Future!

The world of personal investment and financial planning is always evolving, and just when you think you have your “ducks in a row” something changes – a new tax, a shifting macroeconomic landscape, or new legislation.  With our focus often centered on our jobs, clients, firms, portfolio companies, its all too easy to neglect our own personal finances.  We are pleased to facilitate some advance thinking with a targeted discussion led by family office and trust and estate experts on how to stay on track and proactively plan for the future.

During our time together, we’ll discuss topics such as:

  • Next level estate planning essentials and generational wealth transfer
  • Tax strategies and the Mass Millionaires Tax
  • Implications of a prolonged, higher interest rate environment across investments and personal leverage
  • Planning for children and charitable giving

We know you’ll gain new insights and make valuable connections over the course of this interactive session.  We hope to see you there!

Facilitators:
Geraldine Alias, Managing Director, Three Cairns Group
Sarah Connolly, Partner, Nixon Peabody
Laura Tuttle, Head of Family Offices, Boston Family Advisors
Host:
Nelly Xavier, Managing Director, HighVista Strategies
When
Thursday, November 9, 2023
4:00-6:00 PM
Where
HighVista Strategies LLC
John Hancock Tower, 200 Clarendon on the 50th floor, Boston
Registration is complimentary for PEWIN members.

Thank you HighVista Strategies for hosting this event.

For any questions about the event, please contact Laura Tuttle at  | Geraldine Alias at 

PEWIN Boston Regional Committee
Geraldine Alias, Three Cairns Group
Sarah Samuels, NEPC
Rudina Seseri, Glasswing Ventures
Laura Tuttle, Boston Family Advisors

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