DALLAS, TX--(Marketwired - Sep 14, 2015) -  The firm regularly hosts conferences in order to provide private, closed-door forums where ultra-high net worth individuals can share insights and learn wealth management and business growth strategies from peers and professional experts. Lead partners at Garza & Harris, Joe Garza and Cameron Harris, will be introducing guests to estate planning strategies the firm has developed for high net wealth individuals, privately owned companies, and family owned businesses. Garza & Harris has served over 2,000 clients nationally and internationally.

Additionally, the directors of investment banking firm, Pinecrest Capital Partners will be speaking at the conference. Pinecrest is an M&A and corporate finance firm, specializing in selling privately-held businesses to strategic and financial buyers in a competitive process. Pinecrest represents companies that are $25 - $500 million in enterprise value in a variety of industries. Barret Kingsriter and Bobby Renkes of Pinecrest Capital Partners will be talking to guests about how to prepare for and maximize the value of companies in a sale process.

Garza & Harris will also introduce a series of round table discussions during this conference. A wide range of guest speakers will be discussing their expertise on several topics, including:

  • Private Annuity Transactions
  • Sale of Business: Valuations
  • Sale of Business: Preparation and Process
  • Estate Planning and Asset Protection
  • Private Placement Life Insurance
  • Impact Real Estate Investment.
  • Tiger 21, the premier peer-to-peer learning network for high net worth investors

To learn more about the November conference, visit garzaharris.com or call 469.2250.982 to speak with a representative of Garza & Harris about joining their guest list.

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