New York Open House Week

Here’s some interesting news for those of you in the Tri-State area:

We’ve done a few investor meetings/seminars in LA, Dallas, Houston, Florida — and we’ve gotten lots of requests to do something in NY.

I’ll have the details next week, but I am thinking the week of June 7-11th is when we will do it. We will shut the office for most other business, and just meet with existing clients and potential new clients all week. In the Big D, we set up a series of lunch and dinner discussions with a few small groups — 10-20 people. We also did one on ones as the time permitted.

This will be for individuals, HNW, family offices, etc.

More info coming next week . . .

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