Honored to speak about how Family Offices are deciding the best ways to diligence one of the most talked-about topics in Family Offices today — opportunity zones.
CHICAGO (PRWEB)
September 23, 2019
Financial Poise™ is pleased to congratulate Ron Diamond, Chair of The Family Office Advisor, a Financial Poise™ editorial board, and CEO of Diamond Wealth Strategies, on his speaking engagement at Opal Group’s flagship event, the Family Office & Private Wealth Management Forum in Newport, RI. At the Forum, Mr. Diamond presented, “Making Money with Opportunity Zones & Tax the Benefits.”
Opal Group’s Family Office & Private Wealth Management Forum, a three-day event, took place from July 22-24, 2019 in the Hamptons and is its largest family office event in the world. With over 1000 delegates, this invite-only forum brought together prominent Family Offices, private investors, and investment managers for networking and thought leadership.
About Financial Poise™
Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to individual investors and private business owners. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at https://www.financialpoise.com/
About Diamond Wealth
Diamond Wealth is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra-high net worth individuals, and business owners.
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