Key Points:
- Diversify portfolios for your H.N.W. Clients
- Real Estate, Commodities, Oil & Gas
- How to approach clients regarding Alternatives
- How & where to hold positions
- What to look for in a P.P.M.
- Local as well as regional opportunities
- Tax advantages
Biography
Bryan S. Mick is the President of Mick | Law, P.C., LLO in Omaha, Nebraska, and a provider of independent legal and underwriting due diligence services for various broker-dealers, RIAs, family offices and small institutional investors throughout the country. Mr. Mick’s due diligence representation involves a concentration in real estate equity fund, development project, distressed debt and REIT reviews. The firm attorneys and underwriters opine on real estate, energy, private equity, hedge fund and other non-traded assets.