Stewarding Legacy: Leadership Strategies for Multi-Generational Wealth and Future Prosperity
2024 Multi-Generational Wealth Management Summit: Shaping the Future of Wealth Across Generations
The 2024 Multi-Generational Wealth Management Summit, taking place on September 5-6, 2024, will be an important event in wealth management. With the theme "Shaping the Future of Wealth: Bridging Generations, Building Legacies," this summit will gather leading experts to explore wealth transfer, ethical investment practices, and strategies for ensuring the preservation and growth of wealth across generations.
Day 1: September 5, 2024
Why Investors Are Prioritizing Impact & Circular Economy Investments
Maxwell Nee will discuss the increasing importance of impact investing and the circular economy, highlighting why these investments are crucial for long-term, sustainable wealth.
On the Trail of the Wealthy: Financial Security for the Future
Eva Maria Kullmann will explore strategies for securing financial futures amidst global uncertainties, focusing on protecting wealth and ensuring its safe transfer.
The Investment View of a Single-Family Office When Looking at a Dystopian World
Ian Morley will provide insights into how single-family offices are approaching investments in an unpredictable world, emphasizing long-term, multi-generational strategies.
Shaping the Future of Legacy: Navigating Thematic Investing and Growth Trajectories for Multi-Generational Wealth Impact
Henning Stein will focus on thematic investing and how aligning investment strategies with societal goals can create enduring legacies.
Securing and Transferring Wealth: Strategies for a Century of Financial Legacy
Olivia Cooper will share practical strategies for ensuring wealth endures and grows across multiple generations.
On the Trail of the Wealthy: Financial Security for the Future
Kevin Colas will provide additional insights into financial security, focusing on the latest trends and tools available to wealth managers and their clients.
Private Money for Real Estate Projects
Jay Conner will discuss using private money for real estate investments, emphasizing diversification, risk management, and maximizing returns.
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Day 2: September 6, 2024
Capitalizing on Crypto: Why Investment in Digital Assets is Imperative
Marcus de Maria will delve into the world of digital assets, explaining why cryptocurrencies are becoming essential components of modern investment portfolios.
Mastering DeFi: Overcoming Challenges, Ensuring Compliance, and Maximizing Yields
Christoph Scholze will explore decentralized finance (DeFi), focusing on compliance and optimizing returns.
Bitcoin’s Full Potential Valuation
Jesse Myers and Brian Cubellis will analyze Bitcoin's valuation potential, offering insights into what could drive its value in the coming years.
First and Only Life Insurance in Bitcoin: Unparalleled Financial Tool for Building Intergenerational Wealth
Danny Baer will introduce Bitcoin-backed life insurance as a tool for building and transferring wealth across generations.
Optimizing Wealth Management: Integrating Tax-Deferred Wrappers with Futures Trading for Superior Tax Benefits
Stefan Lloyd will discuss strategies for optimizing wealth management by integrating tax-deferred wrappers with futures trading to enhance tax efficiency and grow wealth.
Leading Through Legacy: Strategies for Stewarding Multi-Generational Wealth
The 2024 Multi-Generational Wealth Management Summit will be an essential event for those committed to the stewardship of wealth across generations. By addressing the challenges of wealth management and inspiring new strategies for building lasting legacies, the insights shared at this summit will be invaluable for leaders in the field.
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Maxwell Nee Eva Maria Kullmann Ian Morley Henning Stein, PhD, GCB.D Olivia Cooper Kevin Colas Jay Conner Marcus de Maria Christoph Scholze Jesse Myers Brian Cubellis Danny Baer Stephen Lloyd David Duchemin Glenn Tyranski