International Wealth Management Forum 2013

The International Wealth Management Forum 2013 is a conference dedicated to best practices and practical solutions to achieve optimal portfolio return by accessing the best investment products and making the right investment decisions in order to maintain and improve family offices` wealth in a changing financial market across generations.

Key Topics

• Steps in utilizing the global arena to build wealth
• A macro-view of our economy with a look towards the future
• Steps to successful succession planning
• Adapting to the current economy and legislative changes
• Further refining risk management and diversification in your asset allocation
• M&A: The Evolving family Office
• Impact Investing: A Return on Humanity
• Positioning your office for growth through reputation
• Tax aware investing strategy
• Managing first generation wealth

Who should Attend

Investment decision makers from single and multi-family offices.