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.
Hosted by Grantham Akerly, Senior Wealth Planner and Certified Financial Planner® professional, this exclusive live event is a discussion reserved specifically for accredited investors* navigating complexity and seeking better alignment between wealth, risk, and opportunity.
You'll learn:
- Why today’s 60/40 portfolio is increasingly insufficient for multi-million-dollar wealth
- Which alternative strategies can help unlock ‘Tax Alpha’
- Where private credit is generating yield beyond the public fixed income landscape
- How sophisticated allocation in private markets can help protect multigenerational wealth
- And more
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*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
Masraff's, 9655 Katy Freeway, Houston, United States
USD 0.00
