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Events

Private Wealth Management Summit


4 November 2024
Number of days: 3


Event logo The Private Wealth Management Summit, an exclusive invitation-only event hosted by marcus evans, is set to take place on 9 - 11 December at the Ritz-Carlton in Amelia Island, Florida. This premium summit will gather leading private wealth management investors, innovative fund managers, and consultants to address the most pressing investment challenges and opportunities facing the industry today. As the wealth management landscape continues to evolve, the summit offers a platform for participants to engage with key topics that are shaping the future of investment strategies. Attendees will benefit from diverse perspectives and insights from industry pioneers, ensuring they are equipped with the essential intelligence needed to thrive in an increasingly complex market. Key Topics for 2024 The summit will cover a range of critical topics, including: - Artificial Intelligence: Exploring investment opportunities and enhancing the investment process through AI technologies. - Transformative Times: Analyzing global economic forecasts and their impact on investment strategies. - Alternative Investments: Identifying growth within the alternative investment sector and best practices for due diligence and fund selection. - The Power of Reputation: Strategies for securing family legacies in wealth management. - Multigenerational Wealth Transfer: Preparing heirs to be effective stewards of wealth and ensuring successful transitions. - Charitable Giving & Philanthropy: Developing cohesive strategies for engaging the next generation in philanthropy. Strategic Connections and Powerful Alliances The Private Wealth Management Summit serves as a vital resource for North America's leading family wealth investors, providing them with the opportunity to evaluate and partner with relevant service providers. The summit connects asset management companies with chief investment strategists, fostering relationships that drive mutual success. The Executives and Service Providers Family office investors will find the summit to be an essential professional intelligence resource, offering insights tailored to their strategic goals. Annual assessments conducted by marcus evans focus on the unique needs of these investors, streamlining their manager selection process and introducing them to effective products and solutions. Moreover, the summit is highly selective about the service providers it partners with, ensuring that their offerings align with the needs of investors. This collaborative approach allows for a seamless match between value propositions and prospective clients. Innovative Solutions for the Investment Community At marcus evans, our mission is to modernize outdated sales processes. By replacing them with efficient and cost-effective approaches, we create partnerships that enhance decision-making for investment leaders. For more information about the summit, please visit the website or contact Leyana Dacccahe at leyanad@marcusevanscy.com