Conference · New York
Trust, Tax & Estate Planning Forum
Banking, Finance · Investment
Key numbers
- Editions on record
- 2first in 2011
About Trust, Tax & Estate Planning Forum
A part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. This forum will address issues relevant to family offices and those who support their day to day operations. The forum will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners.
Conference Registration Prices:
Standard Registration - ($1,795 USD)
Registration is Complimentary for representatives of Not-For-Profits, Endowments, Foundations, Non-Discretionary Consultants, and qualified Single and Multi-Family Offices who are attending the Investment Consultant Forum.
Registration price reflects $100 online discount
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2012 | 15 Mar 2012 | Grand Hyatt New York City New York | — | — |
| 2011 | 7 Mar 2011 | Grand Hyatt New York City New York | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Trust, Tax & Estate Planning Forum?
The next dates haven't been confirmed. The last edition we have on record was 15 Mar 2012.
Where is it held?
The 2011 edition was at Grand Hyatt New York City, New York. The organiser hasn't confirmed the venue for this edition yet.