Family Wealth Management: Advanced Financial Strategies

Partner Christina Fournaris will join the Latest Trends in Wealth Transfer panel at the Family Wealth Management: Advanced Financial Strategies event, which provides in-depth guidance for family office advisors. This program addresses the unique challenges of multigenerational family wealth management, covering topics like portfolio construction, tax considerations, estate planning, and succession strategies. Attendees will also gain insights into alternative asset classes and the application of modern portfolio theory to meet the evolving needs of high-net-worth families.