About this Event
This event isn’t for everyone—by design.
At the $2M+ level, affluence demands action. Yet many portfolios remain held back by tax inefficiencies, unproductive cash, or exposure without intent. The solution? Leveraging strategies that were once only available to institutions.
Join us and guest speaker Mark Kinnish, CFA® and Principal at Blackstone Private Wealth—for a deep-dive discussion reserved specifically for those with multi-million-dollar wealth who are navigating real complexity.
- We’ll share how alternative solutions can help prepare portfolios for the decade ahead, including:
- Why today’s 60/40 portfolio falls short for multi-million-dollar portfolios
- Which non-public strategies may help generate tax alpha and yield
- How sophisticated allocation in non-traditional assets can support multigenerational wealth goals
- And more
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This event is a hosted third-party presentation. The views, opinions, and information presented by the guest speaker are solely those of the presenter as of the date of the publication, may change in response to changing circumstances and market conditions, and do not necessarily represent the views of Allworth Financial, LP.
*An accredited investor must have a net worth of over $1 million (excluding their primary residence), or an annual income of at least $200,000—or $300,000 with a spouse—for the past two years, with similar income expectations this year.
The information contained herein is intended solely for distribution to persons who are “accredited investors“ as defined under Rule 501 of Regulation D of the U.S. Securities Act of 1933, as amended. This ____material is not intended for, and should not be relied upon by, any person who does not meet such qualifications. Alternative investments are speculative, involve a high degree of risk, and are not suitable for all investors. Such investments may employ leverage and other speculative practices that may increase the risk of investment loss, can be highly illiquid, and may lack transparency. Investors could lose all or substantially all of their investment. Past performance is not indicative of future results, and there is no guarantee that investment objectives will be achieved. This material is provided for informational purposes only and does not constitute investment, legal, or tax advice or an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any offering will be made only pursuant to the terms of the definitive offering documents, which should be read carefully in their entirety prior to investment. Recipients are solely responsible for determining whether they qualify as accredited investors and whether any investment discussed herein is appropriate for their financial situation and objectives. You should consult your own legal, tax, and financial advisers before making any investment decision.
Event Venue & Nearby Stays
Hotel Valencia Santana Row, Valencia Hotel Collection, 355 Santana Row, San Jose, United States
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