Partner Content: Private Wealth Management Summit

The 45^th Private Wealth Management Summit, scheduled for 18 - 20 September at the prestigious Beverly Wilshire, A Four Seasons Hotel, in Beverly Hills, CA, is an exclusive, invitation-only summit that will bring together investors representing America’s Family Offices and innovative asset managers from around the globe.

The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

Key topics of the PWM September Summit 2024 include:

• Navigating Investments Amidst The World's Most Pivotal Election Year
• From Hype To Reality: Harnessing AI For Success In Family Offices
• Generational Wealth Shift
• The Evolution And Future Of Impact/ESG In Portfolios
• Tax Tactics: Maximizing Wealth In Family Offices
• Private Credit Unveiled: Exploring Cutting-Edge Strategies And Investor Trends

This year’s speaker lineup includes:

• Sharon Nassir, Co Founder, COO, AIRE investors
• Kimberly Nelson, Investment Advisor, Coastal Bridge Advisors
• Jerome Mellon, Head of Policy & Operational Support, United Nations
• Richard Ward, Chief Investement Officer, Curated Wealth Partners
• Stephan Chang, Managing Partner, CIO, Acrewood Holdings

The Private Wealth Management Summit promises to be an unparalleled experience, offering participants a unique opportunity to gain insights from presentations and panel discussions. The summit provides a platform that helps North America’s leading family wealth investors evaluate and partner with relevant service providers, while connecting asset management companies with these chief investment strategists through personalized one-on-one meetings.

Find out more information about the upcoming summit here: https://tinyurl.com/5n74jata

For enquiries, please contact Anna Iacovou, Digital Media & PR Executive, at [email protected]