Ninth Family Wealth Report Family Office Investment Summit 2023 | Clearview Publishing | 4 October 2023 | Dentons, 1221 6th Ave, New York, NY 10020, USA

Family Wealth Report is excited to host this upcoming event.

The Annual summits are large-scale thought-leadership, education and networking events organized for members of the Family Wealth Report network.

Hosted as an afternoon event, this summit is a thought-leadership platform to encourage intellectual debate on the challenges and opportunities facing the industry.

Topics:

The Family Wealth Report Family Office Investment Summit will provide our guests with insights around some of the following themes, amongst others:

How To Align Portfolios With Clients’ Investment And Personal Goals
Wealth Management Options for the UHNW: Can any firm truly satisfy their needs over the long term?
Future-Proof Investment Plans
Lifestyle Management (Private Aviation, Residences. Education, Healthcare)
How Philanthropy is Changing
Aligning Family Situations With After-Tax Returns: What Are The Most Significant Differentiators When Investing?
Goals-Based Investing – Tackling The Holistic Approach Investment isn’t always about profit and beating the market. Instead, some families are adopting a purpose-based approach to attain life goals, from funding education to supporting social causes.
What keeps family offices awake at night? Key questions to be addressed in 2023 by senior family office executives
Who should attend:

•Chief Investment Officers
•Family Office Principals
•Portfolio Managers and Directors
•Investment Committee Members
•Investment Consultants and Advisors
•Investment Analysts
•Heads of Private Clients
•Relationship Managers
•Private Bankers
•Financial Planners

2023 Sponsors

•ProFundCom
•smartKYC