Optional Pre-Conference Workshop: Concentrated Wealth Workshop: Strategies for Risk Reduction, Monetization, and Tax Deferral Elimination

Sunday, April 30, 2017 -
2:00pm to 4:30pm

Irrespective of whether the client’s wealth is held in a business, real estate, or a block of publicly traded stock, the mission should be the same. Learn how to reduce the risk associated with wealth concentration, generate liquidity to diversify into other investments, and achieve optimal tax efficiency.  Focus will be placed on privately owned businesses, commercial real estate, and highly appreciated publicly traded stock. Case studies will be used to show how these tools and techniques are used in the real world.  Advisers can acquire the know-how to enhance their value proposition, differentiate themselves, and better position themselves to capture the proceeds of major liquidity events.