With the rising prominence and of family offices, more and more advisors are encountering them day-to-day, either as a potential buyer for one of their clients, or elsewhere. David will explore what to expect from this growing category of entities, and why the family office has increased so much in recent years. He will also discuss information that advisors need to know to help their clients and potential clients when working with family offices.
- Explore family offices and what to expect when encountering them
- Explore the rise of family offices and why Tennessee has seen such an increase
- Examine how family offices think about exit planning, how they can play a part in exit planning, and what advisors need to know for their clients
About the Presenter:
This Event is Free to Attend! Thanks to our Sponsors:
This meeting will be held at the Bradley Arant Boult Cummings Law Offices.
Address: Roundabout Plaza, 1600 Division Street, Suite 700, Nashville, TN 37203