Conferences




 

Opal’s Family Office & Private Wealth Management Forum

July 16-18, 2018

CONFERENCES | Private Client Services | Wealth Management Forum

July 16-18, 2018 | Gurney’s Newport Resort & Marina, Newport, RI

Learn more and register now for this event.

Rich Bloom, Partner | Mazars USA | Speaking on Monday, July 16, 2018

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Description

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.

 


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