Mon, Oct 02|
The Meeting: Private Family Office Salon
Private Salon for Family Offices
Time & Location
Oct 02, 2023, 2:00 PM – 4:00 PM PDT
Culver City, Culver City, CA, USA
About the Event
Join us for an exclusive opportunity to connect with like-minded individuals over lunch and discuss investments, philanthropy, and family office operations. Joe Lumarda, Senior Vice President and Investment Counselor for Capital Group Private Client Services, will share his insights and expertise on creating customized plans for protecting and growing wealth for high-net-worth individuals and families. He also helps nonprofit foundations and endowments pursue their financial objectives through effective planning and investment management.
To confirm your attendance, please RSVP through Eventbrite and receive your confirmation email with the event details, including the exact address to be provided after registration.
Don't miss out on this valuable networking opportunity. We look forward to seeing you there!
For sponsorship, speaking, and membership opportunities, please contact Kathleen Tepley at firstname.lastname@example.org or call (310) 413-9113.