Investment Perspectives Redefined

Successfully maneuvering today’s changing financial markets requires that you broaden your perspectives, expand your global network and form powerful alliances. The Wealth Management Forum fuses these modern day essentials into an event where attendees gather insights from world-class experts, connect with accomplished colleagues, and join forces with specialist Advisors.

Recent market conditions have forced even the wealthiest families to be more discerning when evaluating investment advice. Now, more than ever, family offices are looking for solutions they can trust to better protect their wealth and create a legacy for future generations.

The most successful family offices will be those who actively seek to re-define due diligence for the current conditions to ensure they are partnering with the best advisors and accessing the best investment products. In addition to investment advice, family offices are also seeking best practices for wealth preservation in order to achieve asset protection, minimization of risk, and eventual transition of wealth.

IFG’s Wealth Management Forum 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. The result? Two days of intense targeted networking sessions which will rejuvenate your business and your referral pipeline.