www.internationalforumgroup.com

IFG Wealth Management

Forum: Simplifying the

Private Wealth Landscape

The past several years have provided a tumultuous

environment for investors. With continued market

volatility and regulatory changes, wealthy multi-

generational families and their stewards are faced

with increasingly sophisticated challenges and

mounting opportunities. From identifying industry

and economic trends to creating a successful

system of generational wealth preservation,

family offices are constantly faced with the task of

ensuring wealth creation and preservation

amongst the high-net-worth individuals and

families they advise.

By tailoring options to each client’s unique

preference, family offices are better equipped to

develop a strong portfolio and management style.

In a risk ridden investment landscape, it is

important to continually review your investment

strategies in order to obtain the necessary insight

required to successfully manage such extensive

accounts. Through sessions at the IFG Wealth

Management Forum, attendees examine the ever

evolving investment landscape and key tactics in

private wealth management.

At the spring 2013 forum, sessions surrounding

life after the fiscal cliff assessed lessons learned

from the recent tax battles and the estate tax

relief movement, providing an interesting review

of the 2012 elections and an analysis of the

potential impact of the debate on comprehensive

tax reform. Additionally, sessions on the emerging

trend of sustainable investing shared insights on

this increasingly popular investment strategy,

where attendees experienced discussion

surrounding the difference between

sustainable/impact investing, mission-related

investing and socially responsible investing.

As the world develops, changes and ultimately

merges together, we see wealth managers

adjusting their investment strategies to fit the

times. Barriers between nations are constantly

being broken while competing markets begin to

emerge and gain strength, facilitating an

enhanced investment landscape for today’s wealth

managers. Through sessions on emerging market

investments, attendees at the 2013 forum remain

up to date on investment opportunities and local

policy in emerging markets in order to

successfully maneuver in a global economy.

Without a proper system in place for succession

the aforementioned investment strategies are of

little use. The IFG Wealth Management Forum

continually places a strong emphasis on multi-

generational succession planning, allowing

attendees to develop tactics for managing

generational differences and understanding in

greater detail the impact they have on

investment decisions.

Lisa Kaplan, Executive

Producer and Program

Coordinator, International

Forum Group

Lisa Kaplan, Producer of

the spring 2013 IFG Wealth

Management Forum, shares

the highlights from the

leading private wealth

management event.

FOR IMMEDIATE RELEASE

IFG WEALTH MANAGEMENT FORUM THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES

October 21-22, 2013, The Ritz-Carlton Coconut Grove, Miami, FL

www.ifgwealthmanagement.com

www.internationalforumgroup.com

IFG WEALTH MANAGEMENT FORUM THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES

October 21-22, 2013, The Ritz-Carlton Coconut Grove, Miami, FL

www.ifgwealthmanagement.com

At the IFG Wealth Management Forum, leaders of the most prominent single and multi-family offices across the globe meet to

develop best practices through various high-level industry presentations and meetings. Presentations on topics ranging from asset

allocation and the importance of managing risk to estate planning and tax reform allowed participants at the 2013 spring IFG Wealth

Management Forum to gain knowledge on the most significant challenges within private wealth management today.

The upcoming IFG Wealth Management Forum will take place in Miami, Florida, October 21-22, 2013.

Salpi Balian

Press Manager – IFG

pressifg@ifgemea.com

For more information: pressifg@ifgemea.com

About the IFG Wealth Management Forum 2013

IFG’s Wealth Management Forum 2013 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 achieveoptimal portfolio returns.

For more information please send an email to pressifg@ifgemea.com or visit the event website atwww.ifgwealthmanagement.com

About International Forum Group

International Forum Group is a world-leading business information company, organizing exclusive, invitation-onlygatherings of business leaders across multiple industry sectors.

Providing a platform for senior executives to build mutually beneficial business partnerships, International Forum Grouphas designed an unparalleled system for matching the core buying needs of the world’s largest organizations with thebest solutions available in the global marketplace. Empowering all our clients with the knowledge they need to lead intheir respective fields is a fundamental goal of all our forums.

For more information, please visit: www.internationalforumgroup.com

All rights reserved. The above content may be republished or reproduced. Please notify prior to usage atpressifg@ifgemea.com