Fireside Chat: An Evening of Insight & Intention
WEDNESDAY, OCTOBER 8 | 6 PM – 8 PM | OWNERS LOUNGE
You’re invited to join your fellow Millennium Tower residents for an exclusive evening of learning and conversation with Mercer Advisors, recently named the #1 ranked RIA firm in the nation by Barron’s 2024 Top 100 list.
This private session will be led by senior estate and tax planning professionals from Mercer Advisors and is designed for those looking to grow, preserve, and transfer wealth with clarity and purpose. Whether you’re planning for a future transition, navigating a recent liquidity event, or seeking to align your financial strategies with your family values, this event is designed to offer thoughtful, actionable insights.
We are also honored to welcome Daniel Gourvitch, President of Mercer Advisors, who will be joining us in person to share his perspective on the evolving landscape of wealth management and how Mercer Advisors is helping families create a meaningful, lasting impact.
Topics will include:
- Advanced estate planning structures
- Tax optimization strategies & legislative updates
- Legacy planning beyond traditional tools
- Family governance & philanthropic giving
This is a special opportunity to learn alongside neighbors in an intimate and elegant setting. Wine and light fare will be served.
Let your legacy be more than financial—shape the future with intention.
Space is limited, so please let your club concierge know of your interest. We will save a place for you at this special event.
