Joshua S. Rubenstein, national head of the Trusts and Estates practice, will co-present “The Best is Yet to Come - A Look at How the Private Client Advisor Role has Developed Over the Years” at 10:40 a.m. on Friday, February 6. Josh, who serves as chairman of the conference’s advisory board, will close this year's forum by addressing the following questions:
- What is in store for the private client advisor, and how do we adapt to changing times?
- Are we killing trusts and foundations?
- What will the next 10–15 years look like?
To register, click here.
El Mangroove Hotel
Papagayo Bay
Costa Rica
Related Professionals
-
Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
