International Wealth Management Forum

Organization: marcus evans

Venue: The Ritz-Carlton, Coconut Grove

Location: Miami, Florida, United States

Event Date/Time: Oct 21, 2013 End Date/Time: Oct 22, 2013
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Description

With continued market volatility and legislative changes, it is more important than ever for family offices to seek solutions to better protect their wealth across generations. Investment decisions are critical to this process and family offices must seek the best advice to ensure their legacy endures.

KEY TOPICS

- A macro-view of our economy with a look towards the future - Steps in utilizing the global arena to build wealth - Adapting to the current economy and legislative changes - Steps to successful succession planning - M&A: The Evolving family Office - Further refining risk management and diversification in your asset allocation - Positioning your office for growth through reputation - Impact Investing: A Return on Humanity - Managing first generation wealth - Tax aware investing strategy

Venue

3300 Southwest 27th Ave
Miami
Florida
United States
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Organizations

marcus evans