FEI Dallas Private Equity CFO Series
On Tuesday, January 31, 2023, the FEI Dallas Private Equity SIG will host the event “How To Stay Rich Once You Get Rich” with a panel of experts including a financial advisor who specializes in wealth management and exit planning; a tax liability insurance expert; a litigation attorney with experience representing trusts and high-net worth families; and the president of the Dallas Estate Planning Counsel, who also provides tax services for estates, trusts, and high-net-worth individuals. The panel will address many facets of wealth preservation across the spectrum of wealth levels. The event should prove useful to people at all levels of wealth.
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector.
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