Private Wealth Management Summit Spring 2010 6-8 June 2010, Miami, FL , USA

The development and rise of multi-family offices throughout the U.S. has grown considerably due to the lack of confidence in the banking sector. Effectively managing investment trends and strategies with the ability to alter portfolios to accommodate them can set your family office on solid ground with these often demanding but rewarding families.

A Unique Event

Distinguishing your services above the increased competition and having the ability to find new wealthy clients and then ensure their loyalty is an essential component of a successful wealth management practice. Offering superior expertise on constructing and selecting alternative investment portfolios and products is instrumental with platforms becoming more global, transparent and diverse in their offerings.

Increased due diligence is being placed on manager selection to positively select first class managers that can provide innovative approaches toward mitigating risk to meet diverse investment objectives. Effectively communicating your processes surrounding your independent analysis towards the risks whilst building trusted relationships will ease client fears surrounding the protection of their assets. Managing and executing strategies to protect clients against expected rampant inflation and the uncertainty surrounding the future of estate planning laws is also essential.

The Private Wealth Management Summit provides a unique forum where executives from multi and single-family offices can engage in vibrant benchmarking sessions and gain practical solutions and best practices to achieve higher returns within their portfolios. Fresh investment strategies and relationships with leading service providers will be developed during the three-day experience.

For information on speaking opportunities, please contact:
The Executive Summit Producer
T: 246 227 3761

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