www.internationalforumgroup.com
IFG Wealth Management
Forum: Simplifying the
Private Wealth Landscape
The past several yea...
www.internationalforumgroup.com
IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 21...
Upcoming SlideShare
Loading in …5
×

IFG Wealth Management Forum - Simplifying the Private Wealth Landscape - Lisa Kaplan Post-Event Press Release

470 views

Published on

Lisa Kaplan, Producer of the spring 2013 IFG Wealth Management Forum, shares the highlights from the leading Private Wealth Management event.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
470
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

IFG Wealth Management Forum - Simplifying the Private Wealth Landscape - Lisa Kaplan Post-Event Press Release

  1. 1. www.internationalforumgroup.com IFG Wealth Management Forum: Simplifying the Private Wealth Landscape The past several years have provided a tumultuous environment for investors. With continued market volatility and regulatory changes, wealthy multi- generational families and their stewards are faced with increasingly sophisticated challenges and mounting opportunities. From identifying industry and economic trends to creating a successful system of generational wealth preservation, family offices are constantly faced with the task of ensuring wealth creation and preservation amongst the high-net-worth individuals and families they advise. By tailoring options to each client’s unique preference, family offices are better equipped to develop a strong portfolio and management style. In a risk ridden investment landscape, it is important to continually review your investment strategies in order to obtain the necessary insight required to successfully manage such extensive accounts. Through sessions at the IFG Wealth Management Forum, attendees examine the ever evolving investment landscape and key tactics in private wealth management. At the spring 2013 forum, sessions surrounding life after the fiscal cliff assessed lessons learned from the recent tax battles and the estate tax relief movement, providing an interesting review of the 2012 elections and an analysis of the potential impact of the debate on comprehensive tax reform. Additionally, sessions on the emerging trend of sustainable investing shared insights on this increasingly popular investment strategy, where attendees experienced discussion surrounding the difference between sustainable/impact investing, mission-related investing and socially responsible investing. As the world develops, changes and ultimately merges together, we see wealth managers adjusting their investment strategies to fit the times. Barriers between nations are constantly being broken while competing markets begin to emerge and gain strength, facilitating an enhanced investment landscape for today’s wealth managers. Through sessions on emerging market investments, attendees at the 2013 forum remain up to date on investment opportunities and local policy in emerging markets in order to successfully maneuver in a global economy. Without a proper system in place for succession the aforementioned investment strategies are of little use. The IFG Wealth Management Forum continually places a strong emphasis on multi- generational succession planning, allowing attendees to develop tactics for managing generational differences and understanding in greater detail the impact they have on investment decisions. Lisa Kaplan, Executive Producer and Program Coordinator, International Forum Group Lisa Kaplan, Producer of the spring 2013 IFG Wealth Management Forum, shares the highlights from the leading private wealth management event. FOR IMMEDIATE RELEASE IFG WEALTH MANAGEMENT FORUM THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES October 21-22, 2013, The Ritz-Carlton Coconut Grove, Miami, FL www.ifgwealthmanagement.com
  2. 2. www.internationalforumgroup.com IFG WEALTH MANAGEMENT FORUM THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES October 21-22, 2013, The Ritz-Carlton Coconut Grove, Miami, FL www.ifgwealthmanagement.com At the IFG Wealth Management Forum, leaders of the most prominent single and multi-family offices across the globe meet to develop best practices through various high-level industry presentations and meetings. Presentations on topics ranging from asset allocation and the importance of managing risk to estate planning and tax reform allowed participants at the 2013 spring IFG Wealth Management Forum to gain knowledge on the most significant challenges within private wealth management today. The upcoming IFG Wealth Management Forum will take place in Miami, Florida, October 21-22, 2013. Salpi Balian Press Manager – IFG pressifg@ifgemea.com For more information: pressifg@ifgemea.com About the IFG Wealth Management Forum 2013 IFG’s Wealth Management Forum 2013 provides a unique platform for investment decision makers from single and multi- family offices to engage in vibrant benchmarking sessions and gain practical solutions and best practices to achieve optimal portfolio returns. For more information please send an email to pressifg@ifgemea.com or visit the event website at www.ifgwealthmanagement.com About International Forum Group International Forum Group is a world-leading business information company, organizing exclusive, invitation-only gatherings of business leaders across multiple industry sectors. Providing a platform for senior executives to build mutually beneficial business partnerships, International Forum Group has designed an unparalleled system for matching the core buying needs of the world’s largest organizations with the best solutions available in the global marketplace. Empowering all our clients with the knowledge they need to lead in their respective fields is a fundamental goal of all our forums. For more information, please visit: www.internationalforumgroup.com All rights reserved. The above content may be republished or reproduced. Please notify prior to usage at pressifg@ifgemea.com

×