Starting on: Sunday 1st of June, 2014. Posted by: marcus evans.
The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
Starting on: Sunday 8th of December, 2013. Posted by: marcus evans.
In light of current market conditions, implementing wealth preservation strategies remains a top priority for family offices executives. Keeping abreast of economic developments and capitalizing on investment opportunities as they arise will be the key for ensuring that portfolio goals are met. With the increasing demand to address non financial issues such as family governance, legacy, philanthropy and taxes etc., family offices must now effectively balance the investment aspect of the business with the “softer side” issues, to ensure that their clients’ needs are catered to.