Venue
The Venetian
The Venetian, 3355 S Las Vegas Blvd, Las Vegas, NV 89109, USA

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Event Date Thu Mar 15 EDT - Fri Mar 16 EDT (over 6 years ago)
Location The Venetian
3355 S Las Vegas Blvd, Las Vegas, NV 89109, USA
Region Americas
Details

The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.

Key issues for 2018 include:

• Putting Volatility to Work For You – Alternative ways of producing income while lowering risk
• Robo-Advisors – Discussing the impact on wealth management
• The Gateway to Sustaining Wealth throughout Generations – Engaging millennials in responsible financial decision-making
• Active vs Passive Investing – Uncovering which strategy offers better returns
• Breaking the 60/40 Rule – Exploring worthwhile alternative investment strategies
• Women in the Family – Fundamentals for engaging and connecting with this group
• Impact Investing & Socially Responsible Investing – Unlocking the potential and measuring the impact
• Cybersecurity in the Family Office – Guarding against unknown threats

Sponsors & Partners

2018 Sponsor

• CPE