International Wealth Management Forum 2013

  • 21-22 Oct 2013
  • Ritz-Carlton Coconut Grove, FL, United States

Description

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.

The International Wealth Management Forum 2013 covers topics such as:

  • 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

The International Wealth Management Forum 2013 brings together investment decision makers from single and multi-family offices.

Past Events

Important

Please, check "International Wealth Management Forum" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance
Services: Banking

Other Events with Similar Categories

Other Events with Similar Location or Organizer

Featured Conferences & Exhibitions