Casey Smith to Moderate a Panel at Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family Office Trends Event. This exclusive event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. The agenda for the day is reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office.

Agenda

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7 Year-End Wealth Management Strategies https://t.co/brR5ZSDShA
- Monday Dec 10 - 5:00pm

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- Saturday Dec 8 - 5:00pm