EPCNYC Evening Program & Dinner - "Cautionary Tales for High-Net-Worth Clients and Their Advisors"

Learn from the experiences of other wealthy and highly sophisticated, yet still vulnerable clients, as well as from the advice of experienced advisors in this area, as to how to detect these threats prior to becoming subject to substantial loss, and how to protect oneself in advance against these threats. The discussion will cover many opportunities to protect your client’s hard-earned wealth from third parties, both in the more expected arena of threats and also in hard-to-foresee, yet increasingly common, areas.

For more information and to register, please visit the event page.