Private Wealth Management Summit Spring 2018

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    Private Wealth Management Summit Spring 2018

    15-16 March 2018, The Venetian, Las Vegas, NV

     

    In the midst of a low-return environment, investors are challenged to adapt their portfolios accordingly. Many wealth managers have abandoned the 60/40 rule in favor of alternative assets. As there is no one-size-fits all formula, strategies must be tailored to each family’s investment objectives and risk appetite.  On the non-financial side, best practices related to next generation engagement, are a key focus. This is critical as family offices thrive to retain long-lasting relationships with their clients.


    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.
     



    marcus evans is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219 2417.
    www.nasba.org

     

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    What are the Benefits of a Summit?

    The marcus evans summit format is the ideal method for uniting decision makers and solution providers. The world’s foremost strategists, thought leaders and trend setters deliver visionary keynote presentations, real-life case studies and interactive sessions. A sophisticated web-based scheduling system enables delegates and providers to select one-on-one business meetings that fit their current priorities and preferences. Situated in some of the world’s most beautiful locations  and with numerous networking opportunities, participants discuss their business objectives face to face in a relaxed atmosphere.

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