Embracing the new world of private wealth

Citywealth is delighted to announce their 3rd Forum on the topic of family offices which will feature leading individuals from the sector to discuss key issues for family offices including governance, succession and the differences between USA and European family offices – what we can learn from this. Co-chaired by Joshua Rubenstein, Partner and National Chair at Katten Muchin Rosenman in New York.

The day will include 5 segments in the morning and 3 in the afternoon with lunch, evening drinks and networking.

It will be a day of informative slots covering different segments: trustees and their increasing involvement in family offices; investment management – the key issues for families as investments weather economic difficulties, reporting and compliance. There will also be a focus on USA family offices – what can we learn from them? What are the differences in Europe. How do family offices navigate the increasingly complex environment that is presented. Children and succession.

There will be a proportion of complimentary tickets for qualified individuals who include family offices, lawyers and accountants. To apply, please fill in the form here.

If you do not qualify there will be an early bird ticket available.

Citywealth invites you and your colleagues to listen to thought leaders and debate the issues of the day.

The forum will be limited in numbers to 100 to enable discussion and networking.

For any additional information please contact:

Calin Lapuste – clapuste@citywealthmag.com or call 020 7487 5858

Citywealth Forum

Date: Tuesday, 16 May, 2023

Time: 9:00 AM – 6:30 PM

Venue: London, TBC