Forging Lasting Legacies: Leadership, Innovation, and Strategy at the 2024 Multi-Generational Wealth Management Summit

Sustaining Wealth Across Generations

The 2024 Multi-Generational Wealth Management Summit, taking place on September 5-6, 2024, is an essential gathering for wealth managers, family office executives, financial advisors, and investors committed to the complex task of managing wealth across generations. This premier event focuses on the challenges and opportunities inherent in intergenerational wealth transfer and legacy preservation, offering valuable insights into strategies for ensuring financial continuity in an increasingly uncertain world.

As financial markets evolve and societal expectations shift, wealth management must move beyond traditional financial preservation and focus on the deeper questions of stewardship, responsibility, and innovation. The summit serves as a forum for industry leaders to explore these critical themes, offering strategies that align with both the financial goals of wealth creators and the evolving values of future generations.

Preserving Wealth: Establishing a Dynasty for the Next Century

A key theme of the 2024 summit is long-term wealth preservation, focusing on how families and businesses can protect their wealth over the course of a century or more. Under the theme of The Start of the Dynasty, the sessions will explore strategies for managing wealth in a way that endures despite external pressures such as economic volatility, regulatory changes, and shifting market conditions.

In particular, the summit will highlight the importance of risk management, portfolio diversification, and succession planning. These elements are critical to building a sustainable dynasty that not only preserves wealth but ensures its growth. Among the speakers addressing these issues are:

- Maxwell Nee, who will discuss why impact and circular economy investments are gaining traction among investors, particularly those interested in aligning financial growth with sustainability and social impact.

- Ian Morley, who will offer insights into how a single-family office can navigate a world increasingly characterized by geopolitical and economic uncertainty, highlighting strategies for wealth preservation in turbulent times.

- Stefan Lloyd, who will explore innovative tax strategies, including the integration of tax-deferred wrappers with futures trading, to help maximize tax efficiency and protect wealth over the long term.

Fostering a Multi-Generational Approach to Wealth Management

Wealth transfer is as much about people as it is about financial assets. The theme of The Multi-Generational Mindset addresses the human side of wealth management, focusing on how families can align the different values, goals, and priorities of each generation to ensure a smooth and sustainable transfer of wealth.

Effective wealth management today requires more than just technical financial expertise—it demands collaboration, communication, and governance structures that prepare the next generation for leadership. These sessions emphasize the need for financial education and shared decision-making processes that foster continuity. Key speakers on this theme include:

- Eva Maria Kullmann, who will discuss strategies for ensuring financial security in the future, focusing on long-term planning and governance structures that help families manage wealth effectively across generations.

- Ne Lwin, who will offer perspectives from a next-generation family office advisor, highlighting the importance of engaging younger family members in the wealth management process and preparing them to take on leadership roles.

Identifying Investment Opportunities for Future Generations

Investment strategies that worked in the past may not be suitable for the future. The theme of The Wealth Generational Accelerator focuses on identifying new investment opportunities that will help families grow their wealth in the years ahead. In a world increasingly driven by technological advancements, sustainable investing, and emerging markets, wealth managers must be proactive in identifying where future growth will come from.

Sessions under this theme will examine how wealth managers can capitalize on trends such as impact investing, digital assets, and thematic investments to ensure that wealth is not only preserved but expanded for future generations. Notable speakers on this topic include:

- Christoph Scholze, who will provide an in-depth look at decentralized finance (DeFi) and its potential to generate new opportunities for investors, while also addressing the challenges and risks associated with this emerging technology.

- Henning Stein, who will focus on thematic investing, exploring how long-term growth strategies can be aligned with global trends such as sustainability and demographic shifts.

- Bill Fairman, who will discuss real estate as a stable investment vehicle, particularly in volatile economic conditions, and how real estate funds can offer reliable, passive income over the long term.

The Digital Revolution: Adapting to New Realities in Wealth Management

The financial world is undergoing a digital transformation, and wealth managers must adapt to these changes to stay competitive. The summit’s theme of Building Wealth in a Digital Age will explore how technologies such as blockchain, cryptocurrencies, and artificial intelligence are reshaping wealth management.

As digital assets become more integrated into wealth portfolios, understanding their potential risks and rewards is critical for wealth managers looking to secure future growth. The sessions in this theme will provide guidance on how to incorporate these digital innovations into broader wealth strategies. Featured speakers include:

- Marcus de Maria, who will explore why investment in digital assets is becoming imperative, particularly as cryptocurrencies continue to mature as an asset class.

- Jesse Myers and Brian Cubellis, who will present an in-depth analysis of Bitcoin’s potential valuation, helping attendees understand the future of digital currencies and their role in wealth portfolios.

- Debarun Chatterjee, who will examine the growing investment opportunities in the AI datacenter sector, positioning it as a critical trend for wealth managers seeking to capitalize on technological advancements.

Securing Financial Futures Amid Global Uncertainty

In today’s world, wealth preservation must also address the growing uncertainties related to geopolitical shifts, climate change, and economic instability. The theme of Ensuring Financial Security in an Uncertain World provides wealth managers with strategies to protect their clients’ wealth in this unpredictable environment.

These sessions will focus on risk management, crisis planning, and wealth protection strategies that can help families navigate uncertain futures. Speakers addressing these topics include:

- Noel Walsh, who will dispel common myths surrounding medium-term note (MTN) trading, providing clarity on this often misunderstood financial instrument and its potential as a reliable investment tool.

- Stefan Lloyd, who will offer strategies for integrating tax-efficient investment vehicles with futures trading, helping families manage risk while optimizing tax benefits.

Innovating Wealth Transfer Strategies

Wealth transfer today is far more complex than in previous generations. Legal, tax, and financial structures have evolved, and wealth managers must be equipped to navigate this complexity. The summit’s theme of Innovations in Wealth Transfer will cover the latest tools and strategies for ensuring efficient and flexible wealth transfer.

As families grow and evolve, their wealth management strategies must adapt to new challenges and opportunities. The sessions in this theme will offer practical insights into how wealth managers can modernize their approaches to estate planning, helping families transfer wealth in a way that aligns with their values and goals. Key speakers on this theme include:

- Kevin Colas, who will discuss the modernization of family investment vehicles, particularly in the venture and technology sectors, to meet the evolving needs of younger generations.

- Danny Baer, who will introduce innovative financial tools such as life insurance in Bitcoin, a new method for building intergenerational wealth in an increasingly digital economy.

Why This Summit is a Must-Attend Event

The 2024 Multi-Generational Wealth Management Summit is essential for anyone involved in wealth management, estate planning, or financial advising. It offers a unique opportunity to engage with leading experts, explore cutting-edge strategies, and gain the insights needed to manage wealth across generations.

In a world where the pace of change is accelerating, this summit provides a comprehensive overview of the most important trends shaping the future of wealth management. By attending, professionals will be better equipped to help their clients navigate the challenges of intergenerational wealth transfer, identify new growth opportunities, and ensure the long-term preservation of wealth.

A Forward-Thinking Approach to Wealth Management

The 2024 summit offers more than just technical expertise—it provides a broader perspective on the responsibilities of wealth managers in today’s complex world. With its focus on leadership, innovation, and stewardship, the event empowers attendees to not only manage wealth effectively but also to help their clients create a lasting legacy.

By bringing together thought leaders and industry pioneers, the Multi-Generational Wealth Management Summit ensures that participants leave with actionable strategies and a deeper understanding of the dynamics shaping the future of wealth. For those committed to safeguarding wealth and creating impact across generations, this summit is an unparalleled opportunity to learn, connect, and lead.

>>> FOR MORE INFORMATION ON THE SPEAKERS, THE PROGRAM, AND TO REGISTER TO ATTEND, PLEASE VISIT THE SUMMIT SITE:

https://1businessworld.com/multi-generational-wealth-management-summit/

Maxwell Nee Christoph Scholze Eva Maria Kullmann Ian Morley Henning Stein, PhD, GCB.D Kevin Colas Danny Baer Marcus de Maria Noel P Walsh Jesse Myers Brian Cubellis Ne Lwin MBA Debarun Chatterjee Bill Fairman "Fund Manager" Stefan Lloyd David Duchemin