2024 Multi-Generational
Wealth Management Summit
Shaping the Future of Wealth: Bridging Generations, Building Legacies
2024 Multi-Generational Wealth Management Summit
Leadership in Wealth Management
Thursday, September 5 - Friday, September 6, 2024
Multi-Generational Wealth Management Summit
The Multi-Generational Wealth Management Summit stands as the epitome of thought leadership and innovation in the realm of wealth continuity and financial stewardship. This distinguished summit serves as a nexus for the exchange of knowledge, strategies, and insights among the foremost professionals in wealth management.
At the heart of the summit is a commitment to exploring the nuanced dynamics of wealth transfer across generations, ensuring that wealth not only perseveres but flourishes through changing times. The event provides a comprehensive platform for discussing the latest trends, technological advancements, and strategic approaches in wealth management, with a special focus on leadership and ethical investment practices.
The main themes and topic areas of the 2024 Multi Generational Wealth Management Summit are:
- The Start of the Dynasty: Protecting your wealth and passing it on for the next 100 years
- The Multi Generational Mindset: Managing multi-generational wealth
- The Wealth Generational Accelerator: Picking the right investment opportunities and riding the trends which will profit the next generations
Why Investors Are Prioritizing Impact & Circular Economy Investments | Maxwell Nee
September 5 @ 9:00 am – 9:30 am US ET
On the Trail of the Wealthy: Financial Security for the Future | Eva Maria Kullmann
September 5 @ 10:00 am – 10:30 am US ET
Shaping the Future of Legacy: Navigating Thematic Investing and Growth Trajectories for Multi-Generational Wealth Impact | Henning Stein
September 5 @ 11:00 am – 11:30 am US ET
Capitalizing on Crypto: Why Investment in Digital Assets is Imperative | Marcus de Maria
September 6 @ 9:00 am – 9:30 am US ET
Why it is important to attend
The Multi-Generational Wealth Management Summit is essential for navigating the evolving landscape of wealth management, providing key insights into sustainable wealth transfer practices, and fostering innovation in financial strategies. It enables attendees to anticipate and adapt to market changes, ensuring long-term success and legacy preservation in a dynamic economic environment.
Who should attend
The summit is a must-attend for CEOs, CFOs, wealth managers, family office executives, private bankers, and legal professionals in estate planning. It's also crucial for fintech innovators and financial advisors seeking to enhance their strategies in wealth continuity and gain foresight into the future of multi-generational wealth management.
Why it is important for business
Attending the summit is vital for businesses looking to stay ahead in wealth management, offering strategic insights into multi-generational wealth transfer and investment trends. It equips firms with the knowledge and networks needed to innovate, sustain competitive advantage, and effectively manage wealth across generations, ensuring long-term business growth and client trust.
The Multi-Generational Wealth Management Summit is the premier gathering for leaders in wealth management, focusing on the critical aspects of multi-generational wealth transfer, innovative financial strategies, and leadership. This event provides a unique opportunity for professionals to engage with expert insights, explore emerging trends, and connect with industry peers.
The important role of the Multi-Generational Wealth Management Summit
The Multi-Generational Wealth Management Summit is crucial for defining the future of wealth management, focusing on strategies for wealth preservation and intergenerational transfer. It serves as a key platform for industry leaders to gain insights into evolving financial landscapes, technological innovations, and sustainable investing. The summit facilitates vital networking, fostering collaborations that propel the industry forward. By addressing the nuances of multi-generational wealth planning and ethical investment, it empowers professionals to align financial objectives with societal values, ensuring the enduring impact and legacy of wealth across generations.
Multi-Generational Wealth Management Summit
Share the 2024 Multi-Generational Wealth Management Summit