Wealth Advisor Briefings

This briefing has already concluded. Thank you for your interest.

Join us for a discussion with two family office insiders, who will share their experiences working with outside advisors. We also will hear from senior legislative advisor Jake Seher, Venable LLP, who will provide an overview of the key regulatory issues impacting family offices as well as the political dynamics in Washington D.C.

Attendance is included with membership, but advance registration is required.