Panel IV: Wealth transfer and family businesses: navigating the greatest transfer of wealth in history
Oct 17, 2024 — 05:30 pm - 6:15 PMPlénière
Description
This panel highlights the importance of estate planning and adaptive investment strategies to ensure a smooth transition and maintain long-term growth. A closing panel discussion focuses on how family offices and asset managers can capture and retain the next generation, also integrating changing investment preferences and customer experience.
