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Many wealth owning families own extensive property as a significant portion of their portfolio and are looking for ways to balance the need for investment returns with environmental responsibility and leadership. Join us as an expert from Baceline Investments outlines ways to lower operating costs and increase value while implementing environmentally friendly solutions. What are the steps involved in property "greening" and what should be the target end results?

Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future. They recognize how current actions and efforts have the potential to greatly impact the lives of generations to come.

Many investors are questioning the value of diversification, particularly after the events of 2008. Perhaps the problem is not diversification itself, but the way investors have implemented it. Risk-Parity portfolios offer a different approach to diversification, one that proved more resilient in the credit crisis. But what is risk parity, and how do investors apply this concept to their own portfolios? Listen in to learn about the performance of Risk Parity strategies - in particular, investment philosophy and risk management approach.

As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to assist them in making a myriad of health care decisions.This webinar will approach managing health and wealth with an integrated approach and uncover the changing paradigm of health care. Listen in as our speakers discuss the current national health care legislation and its direct impact on high net worth individuals and families.

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by adapting their thinking from working with multiple generations of a family, to supporting families through a collaborative multi-generational approach.

As the world’s economies continue to globalize and integrate, more and more wealthy families are recognizing that citizenship is more than just a nationality inherited at birth. In fact, citizenship and residency are powerful, strategic assets that can be acquired or given up in order to create a better life for themselves and their families. This program will highlight the important questions that families should consider in residency and citizenship planning and provide a framework for thinking about these issues.

There are many misconceptions about prenuptial agreements and while many people feel they are integral to protecting the assets of the family, others feel they engender feelings of distrust and add yet one more emotional burden to wealth ownership.

By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions. This program is designed to significantly improve understanding of life insurance products and design options as well as the level of customization available through many of today’s products. With this understanding you will be able to identify issues that can significantly impact product performance and risks.

Conservancy, financial and tax considerations play a vital role in the succession of family owned real estate.We are please to have two nationally recognized experts Dennis Delaney and Nancy Dempze, presenting crucial tax and estate planning strategies they have used to guide families seeking to preserve legacy real estate.

Intra-family loans are becoming increasingly popular within the private wealth sector. In an ever-changing environment, this method takes advantage of low interest rates, provides more flexibility than commercial loans and minimizes tax consequences.In this program, Carol Kroch, Head of Wealth and Financial Planning at Wilmington Trust, will review the structuring basics, wealth transfer benefits, pitfalls and principles of intra-family loans.