Wealth Managment & Family Office

Venue: Geneva

Location: Geneva, Switzerland

Event Date/Time: May 29, 2008 End Date/Time: May 30, 2008
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Wealthy clients need help with the organization and management of their assets.
Listen to the experts in this field and discover how to create the structures that will
go over and beyond their needs. Recognize potential opportunities for your clients
by examining international laws and regulations related to wealth planning and
learn major principles in national and international estate and tax planning.
This conference will highlight new opportunities in the emerging wealth markets
whilst examining proven strategies.
If your company is focused on targeting affluent clients then this event is not to be
missed. While new wealth is being created at an unprecedented rate, financial
institutions must have the most innovative products in order to discover the
advantages that exist. At this international event we will determine how high
risk alternative investment, real estate and philanthropy can improve your performance.
“The Uniglobal Research Wealth Management & Family Office conference will be
the key to taking advantage of emerging wealth in 2008”


• Gain a unique overview of the evolving Wealth Management & Family Office climate and
understand the potential of emerging wealth markets
• Explore the effective strategies and deterrents in both leading and emerging markets
• Access the most innovative investment solutions and diversify your portfolio across a broad
range of asset classes in the HNWI market
• Evaluate the increasingly important roles of Real Estate & Philanthropy
• Get to grips with focused market issues during our Strategic Discussions
• Deepen business relations by taking advantage of our unique networking opportunities with
the industry's leading players
• Debate current trends and establish industry best practices in global wealth management
• Take part in an event where key industry decision makers will provide new information
about alternative investment

With contributions from:



Credit Suisse

Deutsche Bank

Dubai International Financial Center

Fleming Family & Partner




Sal. Oppenheimer

Societe Generale