Investment Trends : October 2018
MarketCurrents’ second annual investment trends report brings you the highlights of an invite-only summit which gathered a select group of investing minds from within the family office community.
Panelists and moderators included principals from Witter Family Offices, Fulcrum Equities, Sixiang Holding, Axiom Capital Management, The Alberleen Group, GRC Investment Group and T5 Equity Partners.
Tax and consulting firm RSM co-hosted the event, which was held in New York City in October. It provided insights on tax considerations as they relate to investing.