Family Office & Private Wealth Legacy Summit 2024

Family Office & Private Wealth Legacy Summit 2024

Join the LOHAS Partners at Family Office & Private Wealth Legacy Summit 2024 from August 27 - 28, 2024 in Water Mill, New York.

Featured Sessions

From Mandate to Movement: The Impact of Responsible and Sustainable Investment Strategies on Traditional Asset Allocation for the Next Generation

August 27, 2024 4:00 pm
Featuring LOHAS Partner Tami Kesselman

Upcoming Events