2017 Florida Briefing
Thursday, December 7, 2017
11:00 a.m.to 2:00 p.m.
The Ritz-Carlton, Naples
Altair hosted our first event in Florida on December 7th at the Ritz-Carlton, Naples. Attendees listened to presentations on effective family communications and market updates while also enjoying the opportunity to meet the Florida-based Altair community.
Keys to Healthy Family Communications on Wealth and Finances
David Lansky, Ph.D., Principal Consultant, Family Business Consulting Group, explored best practices for productive family discussions on wealth and reported the results of a survey on family communications. Anna Nichols, Altair’s Director of Communications, shared real-world examples of high-net-worth families, their communication challenges and processes for finding solutions.
Market Update & Client Recommendations*
Steve Weinstein, Altair’s President and Chief Investment Officer, and Jason Laurie, Managing Director and Chair of Altair’s Investment Committee, provided a market update and addressed Altair’s most up-to-date client recommendations.
*Due to confidential material, you will need a password to access this presentation. Please contact us at firstname.lastname@example.org for access.
Behind the Scenes at the Florida Briefing