Our team loved our golf outing this May, as we spent our second year as Title Sponsor for the 2018 MUSC Living Donor Institute. It is a wonderful event, supporting a wonderful cause. Thank you to Seabrook Island for hosting such a great group of supporters and the fine doctors at MUSC.
We had another great year celebrating the 2018 Volvo Open here on Daniel Island. This year we had the pleasure of meeting and speaking with two time Wimbledon Champion Petra Kvitova.
To meet the needs for understanding the upcoming year and the issues and variables facing local businesses, Millennium Private Wealth and Moore, Beauston Woodham, CPA hosted their annual Strategies and Solutions for Business Owners Lunch. This working lunch provides relevant discussions and timely answers to the many questions and issues facing business owners before the year end and into 2018. The event features a forum of major money managers, CPA’s, plan consultants and valuation specialists. The two day event was held at Daniel Island Country Club and Rue De Jean.
Our annual oyster roast is a great time to catch up, debate who will be the best team in the NFL, as well as eat some great food. Guests are given the opportunity to donate to charity with our fun charity squares. We think it is an event you do not want to miss!
This year we express our gratitude by donating time and money to the Charleston’s Habitat for Humanity’s Veterans Build, a program to provide homes for local veterans and their families. We had great time working together to bring the house down!
Millennium Private Wealth hosted its annual Roundtable Event at Daniel Island Club. The event featured a panel of several major money managers - PIMCO, Fidelity, Mainstay, Oppenheimer and Millennium. We discussed topics of greatest concern and interest: market levels, tax plan, interest rates, global markets and economies, real estate, cryptocurrencies, technology, policy - or politics and more.
Our Market Review & Outlook Event is always a great year-end event where guests can engage in an open discussion regarding market and economic conditions with industry leaders. We had a panel of financial professionals share their insight on the market ups and downs, the economy, previous year performance, as well as expectations for the year to come.
With one of the United States' most controversial elections in 2016, we thought it best to provide our clients and their guests with various economic outlook scenarios based on each candidate. Guests enjoyed favorite food and drink pairings of presidents from the past, while speakers provided economic insight based on our county's political crossroad.
Millennium Private Wealth loves our clients and football. We like to celebrate both over oysters. Clients, guests and their advisors sport their team colors while enjoying beverages, music and delicious oysters, just outside our office doors. Plan on attending every year; every Super Bowl Saturday.
2017 was Millennium Private Wealth's first year as title sponsor for the MUSC Golf Tournament benefitting the "Living Donor Institute". We are proud to say that we will continue being the title sponsor for the next 4 years and hopefully many more to continue. The Millennium team enjoyed an afternoon of golf on Seabrook Island with other patrons to raise money and awareness for the Living Donor Institute. We look forward to being a part of the amazing advancements from the Medical University of South Carolina.
We are tennis fans here at Millennium Private Wealth and are blessed with an office location just a block away from The Volvo Car Stadium, home to The Volvo Cup. Our annual "Meet the Pro" event is always a community favorite to attend. Guests get the chance to talk with one of the professional tennis players taking their swing at the championship title. Hors d'oeuvres and beverages are served on our front patio while enjoying the Volvo Cup atmosphere only found on Daniel Island.