Eric Godes Moderates Panel for the 5th Annual Private Wealth New England Forum

Daintree’s President and COO, Eric Godes, recently moderated a panel for the 5th Annual Private Wealth New England Forum in Boston. The forum brings together leading RIAs, family offices, private banks and HNW wealth managers from across the region for a day of peer-to-peer learning from some of the top minds in the industry. Eric’s panel shared their insights on the future of wealth management and covered topics such as the transfer of wealth across generations, working with millennials, fee pressure in the industry and current communication methods with clients. Those in attendance found the session both informative and helpful.

Posted: April 18, 2019 | In: In the News