2024 Multi-Generational Wealth Management Summit: Shaping the Future of Wealth Across Generations
The 2024 Multi-Generational Wealth Management Summit is set to be the definitive gathering for thought leaders and innovators in wealth management, providing a comprehensive exploration of wealth continuity, financial stewardship, and the evolving dynamics of wealth transfer across generations. This summit offers an unparalleled platform for professionals to exchange strategies, insights, and best practices, ensuring that wealth not only endures but also thrives through changing times.
Taking place from Thursday, September 5 to Friday, September 6, 2024, the summit will host a series of insightful sessions led by distinguished speakers. These sessions will delve into critical aspects of wealth management, focusing on leadership, ethical investment practices, and the integration of cutting-edge financial strategies. Below are the sessions and speakers featured at this prestigious event:
Thursday, September 5, 2024
- Why Investors Are Prioritizing Impact & Circular Economy Investments | Maxwell Nee
- Mastering DeFi: Overcoming Challenges, Ensuring Compliance, and Maximizing Yields | Christoph Scholze
- On the Trail of the Wealthy: Financial Security for the Future | Eva Maria Kullmann
- The Investment View of a Single-Family Office When Looking at a Dystopian World | Ian Morley
- Shaping the Future of Legacy: Navigating Thematic Investing and Growth Trajectories for Multi-Generational Wealth Impact | Henning Stein
- Securing and Transferring Wealth: Strategies for a Century of Financial Legacy | Olivia Cooper
- On the Trail of the Wealthy: Financial Security for the Future | Kevin Colas
- First and Only Life Insurance in Bitcoin: Unparalleled Financial Tool for Building Intergenerational Wealth | Danny Baer
Friday, September 6, 2024
- Capitalizing on Crypto: Why Investment in Digital Assets is Imperative | Marcus de Maria
- Bitcoin’s Full Potential Valuation | Jesse Myers & Brian Cubellis
- Insights and Perspectives from a Next Generation Family Office Advisor | Ne Lwin
- Private Money for Real Estate Projects | Jay Conner
- Optimizing Wealth Management: Integrating Tax-Deferred Wrappers with Futures Trading for Superior Tax Benefits | Stefan Lloyd
This summit is essential for CEOs, CFOs, wealth managers, family office executives, private bankers, and legal professionals in estate planning, as well as fintech innovators and financial advisors. Attending the Multi-Generational Wealth Management Summit provides businesses and professionals with the knowledge, strategic insights, and connections needed to innovate, sustain competitive advantage, and effectively manage wealth across generations. It is an invaluable opportunity to ensure long-term business growth, client trust, and the preservation of wealth legacies in an ever-evolving economic landscape.
The 2024 Multi-Generational Wealth Management Summit is more than just an event; it is a crucial platform for shaping the future of wealth management, fostering collaborations, and aligning financial objectives with broader societal values. Join us as we define the future of wealth across generations.
