Focused on wealth preservation and creation, this forum addresses key themes such as wealth management strategies, the legacies of prominent local families, private trust companies, and family stewardship. Attendees will explore tax and estate planning for future generations and examine alternative investments in sectors like sports, music, entertainment, and healthcare. Best-in-class family office CIOs will share their allocation strategies and exchange insights with peers and industry experts. Join us in Nashville for an invaluable opportunity to connect with thought leaders.

Don't miss the chance to network with peers across sessions, receptions, and dinners! Learn how you can join your UHNW peers in Nashville!