Skip to content
Wealth Planning 2022

Advising High-Net-Worth Families and Family Offices

September 13-14, 2022
What’s new—and what’s coming next—in wealth planning that you and your clients need to be prepared for now

Advisors to HNW families and family offices must often deal with unique concerns, as these clients must balance the needs and preferences of different generations while they also consider what’s best for the family enterprise as a whole.

This forum will focus on some of the issues faced by these clients, with suggestions on how best to help them successfully navigate their investments, planning and potential family conflicts. Topics covered will include the key actions family offices should take if they’re interested in impact investing; how to help families deal with LGBTQ issues; assisting families with transferring treasured real estate; and the steps needed to make sure family offices stay relevant over time.

Discusses practical considerations when seeking to meet the needs and expectations of families with unique properties who wish to have it remain in the family on their death for the benefit of future generations – that may or may not wish to retain the property.
Explores why affluent families are increasingly interested in investing for social and environmental impact – and walks through essential actions families should take as they envision, develop, implement, and refine their impact investment strategies.
Explains why relevancy—the real and perceived sense of connection between a family and its family office —is foundational to the success attending to the family’s many practical needs – and is one of the most difficult yet rewarding qualities a family office can have.
Provides the necessary tools – including insight into language and resources – that advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay, bisexual, transgender and queer (LGBTQ) members.
This environment requires a single registration to have access to ALL forums, documents, and other materials. Click on any piece of content to register and you will not have to register again, including the forums. If you click on ANY forum, you are then automatically registered. Click on the arrow at the bottom of each box of content to read more without registering.
Live CE and CLE Virtual Forums
Four one-hour sessions spanning two days
Continuing Education (CE) Credits
4 sessions / 4 credits – FREE for live attendees
Continuing Legal Education (CLE) Credits
4 sessions / 4 credits – FREE for live attendees
Continuing Education (CE) and Continuing Legal Education (CLE) Credits For Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for and are pending approval.

Gold Sponsors

Premiere Event CLE Discount
Save 20% — Pay Only $144
Use discount code: WMTECLE2
Featured Content
Please click on one of the boxes below to register.
Please click on one of the boxes below to register.
Diamond Sponsor
Gold Sponsors

Natalie Silvanovich
Security Researcher,

Natalie Silvanovich is a security researcher on Google Project Zero. Her current focus is messaging applications and video conferencing. Previously, she worked in mobile security on the Android Security Team at Google and as a team lead of the Security Research Group at BlackBerry, where her work included finding security issues in mobile software and improving the security of mobile platforms. Outside of work, Natalie enjoys applying her hacking and reverse engineering skills to unusual targets and has spoken at several conferences on the subject of Tamagotchi hacking.