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family wealth

Read article, watch sessions and explore key insights related to family wealth

summaries - Mar 2023 -

Navigating the Complexities of Wealth Management: Insights from Leading Family Offices

In this session on Family Wealth Trends, industry leaders from Ropart Asset Management Funds, Tsangs Group, Patrimium Multi-Family Office, Future Positive, and PwC share insights on the evolving role of family offices in global markets.
summaries - Feb 2024 -

Family Wealth 2.0: Redefining Investment Strategies  

This session delved into the evolving strategies of family offices amidst a changing investment landscape. Discussions highlighted the growing importance of alternative assets, personalized investment approaches, and the institutionalization of family wealth management. Key themes included the shift towards diversified asset allocation, the impact of technology on investment strategies, and the need for a paradigm shift in mindset to navigate the complexities of modern wealth management successfully.
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