CONFERENCES | Private Client Services | Wealth Management Forum
July 16-18, 2018 | Gurney’s Newport Resort & Marina, Newport, RI
Rich Bloom, Partner | Mazars USA | Speaking on Monday, July 16, 2018
Mazars USA will be sponsoring Opal’s Family Office & Private Wealth Management Forum. This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Tax Partner Rich Bloom will speaking on the panel, Constructing a Tax Efficient Portfolio for Family Offices on the 1st day.