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PWN Presentation Slides - Making the Investment Office Work

Hall Road participated in two great sessions with Private Wealth Network recently, the first was a presentation specifically on portfolio tracking and data analytics platforms and the second was in conjunction with KPMG and Mirador LLC on Making the Family Office Work. Here are our slides from the second session, please reach out if you would like more information on how Hall Road can be your Sherpa guide through any reviews or transitions.

Hall Road Investments Making the Family
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