We are proud to partner with the the AICPA Sophisticated Tax Planning for Your Wealthy Clients, 

led by top-level financial experts who will discuss IRS initiatives, estate taxes, proven retirement techniques, life insurance planning and more

This year’s FOX Fall Enterprise Forum, will showcase best practices and strategies that families have employed to become their own change agents in building adaptable and robust enterprise families. Asset Vantage is pleased to be a partner to this event

We were proud to partner with the 8th Annual  Southeastern Family Office Forum (SEFOF) creates peer-to-peer educational and networking opportunities in a safe, academic environment for families of significant wealth from across the country

We are pleased to announce our premier Middle East client event. Come experience the Asset Vantage platform, review our Product Roadmap and become a part of a unique forum of global family offices!

This year’s format was based on panel discussions on topics like “How do Indian Family Offices stack up against their Global peers?” and “The Performance of Investments in the backdrop of Demonetization”

The Vantage Club, our first client forum included over 35 attendees and focused on topics such as “Managing Family Wealth like a Business” and “The Power of family and Business archiving”.