Venue: Renaissance Zurich Hotel, Zurich, Switzerland
IIR’s 3rd annual Wealth Management & Family Office congress in Zurich is focused on positioning the wealth manager as a trusted advisor and helping this advisor deliver the best practices to clients – across all areas.
The financial crisis has impacted the sector in many ways: a loss of trust in security of assets, a loss of trust in competence, flawed strategies and the realisation that chasing returns is not enough to achieve client satisfaction. Service offerings are under increased scrutiny and an ability to truly understand clienst and to satisfy their wants and needs, is paramount to success in these challenging times.
What Will this Conference Offer?
Experts from family offices, private banks, wealth managers and advisors will come together and share their own experiences on how they are managing their clients today.
Topics to be addressed:
The Day to Day Life of an MFO - Family Office Roundtable
• Understanding how family office operating practices have changed post the recent financial crisis • What new risk management strategies have been implemented and how are clients reacting to these strategies? • Acknowledging new client concerns in the post-crisis world and how family offices are addressing these
The Day to Day Life of a MFO after a Historic Storm: What Has Changed?
• Governance issues in Family Offices & Businesses • Make Way for the New Generation: Working with Young Clients & Staff Members • Setting up a Family Office • Rethinking the Family Office Operational Set up Post Credit Crisis • Making Philanthropy Central to your Role as Trusted Advisor • Residence & Citizenship Planning for UHNW Clients
Understanding HNWIs Thought Process in Choosing their Advisors Today
• A Practical Perspective on Building Trust with your Client • Key issues from the Financial Crisis • Protecting Yourself against another Madoff / Schmitt • What do Wealthy Entrepreneurs Do These Days? • Swiss Annuities – A Secure Way to Invest • Panel Discussion: Latest Thinking in Investment Management & Best Practice Global Strategies • Do Family Offices Provide Value for Money? • Focus on Asia
DON’T MISS: Post-conference workshop
International Residence & Citizenship Planning for UHNW Clients
Key points to consider in international private client relocation
• Why pre-immigration tax planning is so important • Wealth planning for the global citizen • Citizenship-by-investment – What is available today and – how to use this tool in private client planning • Residence and citizenship-by-investment - in Austria - in Belgium • International health insurance for UHNW clients - A key element in international
Register online or Call: Customer Services Tel: +44 (0) 20 7017 7790