Shearman & Sterling participated in Markets Group’s U.S. Private Wealth Forum on Wednesday, May 10, 2017 at The Harmonie Club in New York City. Partner C. Jones Perry (New York–Private Client) led a roundtable discussion titled, “Family Offices Aren’t Regulated Are They?”
The Markets Group Private Wealth Forums provide regionally-focused asset allocation and asset protection meetings, focused on single and multi-family offices, registered investment advisors, banks, trusts and wealth managers. The targeted content provides updated education on equity markets, hedge funds, private equity, real estate, metals, succession planning, tax and structuring, private placement life insurance and mutual fund investing.