The Private Wealth Management Summit is dedicated to family offices management issues, including:
The Evolution of Private Wealth Management key trends reshaping the industry
Assessing the global market outlook for 2014
Fresh Approaches to Portfolio Construction
The Business of the Family - the wealth enterprise
Upholding the Family Heritage - Sustaining a Meaningful Legacy across Generations
The Private Wealth Management Summit brings together senior investment executives from leading single and multi-family offices from North America, including senior investment executives responsible for asset allocation and fund management decisions for the single and multi family offices with job titles of Managing Director, President, Chief Executive Officer and Chief Investment Officer.
The next Private Wealth Management Summit will be held in Irving, TX, United States on 9-11 September 2019.
9-11 Sep 2019
Four Seasons Resort and Club Dallas at Las Colinas
, 4150 N MacArthur Blvd, Irving, Texas, United States
2-4 Dec 2019
Ritz-Carlton Orlando, Grande Lakes, Orlando, United States