Announcement

Upcoming Arta Talks

Announcement

November 14, 2023

What do ultra-wealthy folks know that I don't know?

If you find yourself asking this question, you’re not alone, and we’re here to help.

We regularly host info sessions via Zoom for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

November & December Schedule

You can now sign up for our upcoming sessions for the rest of 2023. Save your seat by registering on the Zoom link.

Date & Registration Link	Topic
Nov 28th, 2023 (Tuesday) 4pm PT Members only	Can You Double Market Upside Without Doubling the Risk? Introducing Arta's structured offering: Rally 1 In this info session, learn how an Arta-exclusive investment offering can offer some of the best of both equity and fixed-income investments. While the downside exposure of this investment is similar to that of directly investing in the S&P 500, if the market is up investors can receive an attractive fixed yield over a 1-year term or double the upside of the market over a 3 year term. The details of this investment are a bit complex - we welcome you to join us and learn more at this info session. This session is only open to current Arta members.
Nov 30, 2023 (Thursday) 4pm PT Registration Link	Portfolio Management Principles In this info session, we’ll help you understand how to construct your investment portfolio in a way that will help you navigate through different investment environments. We’ll also host an open Q&A to answer any questions you might have about portfolio management or about Arta!
Dec 5, 2023 (Tuesday) 4pm PT Registration Link	Family Office Services by Arta As part of delivering on a comprehensive digital family office, Arta has many ways to help you grow your wealth. In this info session, we’ll cover ways to protect and enjoy your wealth. For example, – Tax and estate planning, – Charitable giving strategies to increase the impact of your donations – Using a personal assistant to gain your time back We’ll also host an open Q&A to answer any other questions you might have about Arta.
Dec 6, 2023 (Wednesday) 10am PT Members Only	Can You Double Market Upside Without Doubling the Risk? Introducing Arta's structured offering: Rally I In this info session, learn how an Arta-exclusive investment offering can offer some of the best of both equity and fixed-income investments. While the downside exposure of this investment is similar to that of directly investing in the S&P 500, if the market is up investors can receive an attractive fixed yield over a 1-year term or double the upside of the market over a 3 year term. The details of this investment are a bit complex - we welcome you to join us and learn more at this info session. This session is only open to current Arta members.
Dec 7, 2023 (Thursday) 4pm PT Members Only	Intro to Private Equity In this info session, we'll dive into private equity and why it's one of the most popular asset classes today. - What is private equity and how does it work? - Why is this asset class becoming exciting for investors in current times - How Arta can help you to generate income with private equity Besides diving into private equity, we’ll also host an open Q&A to answer any other questions you might have about Arta.
Dec 14, 2023 (Thursday) 4pm PT Registration Link	Tax Strategies for High Earners High earners in the US face a unique set of tax challenges. They often find themselves subject to high tax rates and complex tax laws. Unforeseen challenges, if not aptly managed, can significantly erode the wealth of a family, leading to undesired financial losses and legal complications. This info session will cover core tax strategies that can be useful for high income individuals to include as part of their financial toolkit. We’ll also host an open Q&A to answer any other questions you might have about Arta.
Jan 9, 2024 (Tuesday) 4pm PT Registration Link	Protected Investing In pursuit of market ups, and protection from market downs! Many investors have been burned by the market in the past, but still need better returns than a CD in order to achieve their financial goals. In this session, you’ll hear from our experts about two different approaches by Arta to help you access the returns of the stock market in customized, tax-efficient ways, and how you can determine whether one or both of these strategies is right for you. We’ll also host an open Q&A to answer any other questions you might have about Arta.

Date & Registration Link

Topic

Nov 28th, 2023 (Tuesday)

4pm PT

Members only

Can You Double Market Upside Without Doubling the Risk? Introducing Arta's structured offering: Rally 1

In this info session, learn how an Arta-exclusive investment offering can offer some of the best of both equity and fixed-income investments. While the downside exposure of this investment is similar to that of directly investing in the S&P 500, if the market is up investors can receive an attractive fixed yield over a 1-year term or double the upside of the market over a 3 year term. The details of this investment are a bit complex - we welcome you to join us and learn more at this info session.

This session is only open to current Arta members.

Nov 30, 2023 (Thursday) 4pm PT

Registration Link

Portfolio Management Principles

In this info session, we’ll help you understand how to construct your investment portfolio in a way that will help you navigate through different investment environments.

We’ll also host an open Q&A to answer any questions you might have about portfolio management or about Arta!

Dec 5, 2023 (Tuesday) 4pm PT

Registration Link

Family Office Services by Arta

As part of delivering on a comprehensive digital family office, Arta has many ways to help you grow your wealth. In this info session, we’ll cover ways to protect and enjoy your wealth. For example, – Tax and estate planning, – Charitable giving strategies to increase the impact of your donations – Using a personal assistant to gain your time back

We’ll also host an open Q&A to answer any other questions you might have about Arta.

Dec 6, 2023 (Wednesday) 10am PT

Members Only

Can You Double Market Upside Without Doubling the Risk? Introducing Arta's structured offering: Rally I

This session is only open to current Arta members.

Dec 7, 2023 (Thursday) 4pm PT

Members Only

Intro to Private Equity

In this info session, we'll dive into private equity and why it's one of the most popular asset classes today.

- What is private equity and how does it work? - Why is this asset class becoming exciting for investors in current times - How Arta can help you to generate income with private equity

Besides diving into private equity, we’ll also host an open Q&A to answer any other questions you might have about Arta.

Dec 14, 2023 (Thursday) 4pm PT

Registration Link

Tax Strategies for High Earners

High earners in the US face a unique set of tax challenges. They often find themselves subject to high tax rates and complex tax laws. Unforeseen challenges, if not aptly managed, can significantly erode the wealth of a family, leading to undesired financial losses and legal complications. This info session will cover core tax strategies that can be useful for high income individuals to include as part of their financial toolkit.

We’ll also host an open Q&A to answer any other questions you might have about Arta.

Jan 9, 2024 (Tuesday) 4pm PT

Registration Link

Protected Investing

In pursuit of market ups, and protection from market downs! Many investors have been burned by the market in the past, but still need better returns than a CD in order to achieve their financial goals. In this session, you’ll hear from our experts about two different approaches by Arta to help you access the returns of the stock market in customized, tax-efficient ways, and how you can determine whether one or both of these strategies is right for you.

We’ll also host an open Q&A to answer any other questions you might have about Arta.

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Disclosures

See important disclosures here.