marcus evans Announces the 2025 Private Wealth Management Summit: Navigating Post-Election Investment Landscapes and AI-Driven Transformation

Premier invitation-only gathering brings together elite family office investors and innovative asset managers

marcus evans, celebrating its 40th year of delivering premium business events, announces the 2025 Private Wealth Management Summit, an exclusive gathering designed for leading family office investors and innovative fund managers. This invitation-only summit will address critical challenges and opportunities in the post-2024 election investment landscape.

The summit's carefully curated agenda focuses on pressing issues facing wealth management leaders in 2025, including:

• Post-Election 2024 implications for tax policies and market dynamics
• AI-Driven transformation in investment strategies and client experience
• Strategic asset allocation amid global uncertainty
• Sustainability and ESG integration
• Private credit markets and alternative investments
• Intergenerational wealth transfer strategies

“I found the Private Wealth Management Summit to be exceptional in every investing area. The people attending were friendly, knowledgeable and a pleasure to interact with.” - Chairman, Kriegsman Family Office

The summit will feature an exclusive lineup of speakers and panelists from leading family offices and innovative asset management firms. Some speakers include:

• Frank Abagnale, Renowned Cyber-Crime & Fraud Prevention Expert, Best-selling Author of the Memoir ‘Catch Me if You Can’
• Frank Brochin, Chief Investment Officer, Focus Partners
• Jeffrey Heisler, Partner, Managing Director, TwinFocus
• Karen Glassman, Managing Director, NewEdge Wealth