4th Annual Private Wealth France Forum 2023 | Markets Group | TBA , France

This Forum is designed to bring together capital allocators and wealth managers from France, Monaco, and beyond for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.

As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local UHNW and HNW community.

Key Discussion Topics:

Asset Education:
The Event Will Provide Updated Education on Asset Allocation and Asset Protection. Learn How Local and Regional Clients Are Growing Their Assets and Protecting Their Wealth.

Structuring, Tax, Trust and Estate Planning:
Learn About the Latest Regulations.

Alternative Investments:
Private Equity, Hedge Funds, Real Estate, Commodities and Esoteric Asset Classes All Hold Appeal for Wealthy Families. How Do We Demystify Allocations Outside the Traditional Markets?

Fixed Income:
Fixed-income Managers From Across the Country Will Share Actionable Ideas to Stay Liquid, Profit and Protect Clients' Portfolios.

Asset Allocation—family Offices Views:
How Family Offices Are Thinking About Asset Allocation and Which Asset Classes They Are Using to Achieve Sufficient Portfolio Returns and Asset Stability.