Private Wealth Management Summit June 2018

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    Programme

     

    The program’s primary objective is to explore the key aspects and issues related to wealth management.

    Key issues for 2018 include:

    • What Tax Reform Means: Discussing the Implications for Family Offices
    • Strategies for Mitigating and Reducing Risk in Your Portfolio
    • Cryptocurrency as an Asset Class: A Good Investment or a Fad?
    • Integrating Digital Capabilities to Boost Efficiency and Foster Relationships with Clients
    • Forging Strong and Effective Communication between Family Members
    • A Guide to Estate Planning after Tax Reform
    • What’s New in Alternative Investments: Evaluating Opportunities in 2018
    • Asset Allocation & Investment Strategies for Families: What’s the Current Approach?

    Keynote Presentations

    Keynote presentations offer a motivational and entertaining perspective on fundamental issues challenging management. The achievements of our Keynotes and their pioneering endeavors directly influence your job today. Delivering thought provoking and frank accounts of their experiences, our Keynote presenters give you the drive to develop forward-thinking ideas and strategies for your organization.

    Panel Discussions

    In addition to the traditional session format, panel discussions have been organized to give you multiple perspectives on a topic. The panel is composed of industry practitioners ready to share their ideas and debate strategic issues. As an attendee, you are encouraged to put forward your ideas, opinions and opposing arguments, creating a truly interactive Summit.

     

    Think Tanks

    Join a select group of industry peers setting the tone, pace and goals of your chosen topic in a professionally facilitated environment. Participant numbers are strictly limited, ensuring all have the opportunity to share their problems and solutions to commonly shared professional challenges. Topics for discussion are selected from industry feedback received during the development of the Summit Program.

     

    Speaker Videos