EPC MEETING HIGHLIGHTS - MAY 15, 2008
"Capital Markets Outlook and
Planning for Multigenerational
Wealth Transfer"

Often, families with substantial wealth require investment and wealth transfer strategies that span several generations. Advanced quantitative modeling tools can help identify the mix of strategies likely to strike the right balance between the financial and emotional objectives of all involved.

Featuring:
Donald Braun, Greg Singer and David Weinreb
Bernstein Global Wealth Management