Newsletter 10 - October 2024

Welcome to the October newsletter, where you can register for the Financial Times Global Wealth Management Summit!  

Global Wealth Management Summit

6-7 November 2024
Vying for value in a multipolar world
In-Person & Digital | The Landmark | London | #FTWealth

Now in its seventh year, the Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers. Across two days, this year’s panel discussions and interactive masterclasses will address operational issues for leaders across the executive board, the implications of geopolitical dynamics for investment officers, and product development strategies to capture a shifting client base.

Register now and use code PWFO to save 25% on your pass https://bit.ly/3NgcSQx

PWFO Webinar Series 

PWFO held a webinar by Dan Dobry and Dr Boaz Barack titled “Creating tax and estate-efficient structures for wealthy families”.

The webinar was an outstanding success, bringing together a diverse and highly engaged group of participants. The points covered were very insightful. We're excited to build on this momentum and are already looking forward to delivering even more value at our next session in November. Stay tuned for what’s to come!

For those interested, the recording of the conference can be viewed by clicking here.

PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise. <

Find out more about the PWFO Thought Leader Program 

In case you missed our September posts, here's a recap: 

• Compliance with Laws and Regulations

Compliance is not merely a legal obligation; it is the cornerstone of maintaining client trust and the integrity of financial operations...

• The Role of Wealth in Achieving Life Satisfaction

Financial stability is not just about accumulating money; it is about enhancing our overall well-being and life satisfaction...