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Family Office Association Palm Beach Investment Forum

March 16, 2016

On March 16th, Scott Beach and Jim Ballerano spoke at the Family Office Association Palm Beach Investment Forum. Jim gave a presentation on "Estate Planning for Families of Wealth and Family Offices." Scott led a discussion on "Best Practices for Structuring and Operating the Family Office." The presentations were part of a family office program hosted by Day Pitney in conjunction with the Family Office Association's annual Investment Forum.

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