Join us at the "Creating an Exceptional Family Office" Conference

Please join us on October 5th-6th at the Boston Hyatt Regency at the

Private Wealth Magazine Event

We will be presenting at 9:15 am – 10:00 am about how to use the Cloud in Creating  Family Offices. We will Attempt to Define Family Offices and how to then Run them on Cloud Technology for Better ROI.

There Post:

Presenter: Speaker  Paul Dyer, United Cloud Partners Services We will Explore the Various definitions of a “Family Office” in the mind of Advisors and the Self-evaluation choices needed in making the transition with the end in mind. We will also offer insight to the components of offerings and examine the advisors choice to in source or outsource each and lastly how “Cloud Security” and Platforms now and in the future will look.

If you are a cloud member and would like to attend with us, please contact us so we can arrange free registration for a limited number!

You’re Welcome,

The Tax What if Dr;-)

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