Lisa Kaplan, Producer of the spring 2013 IFG Wealth Management Forum, shares the highlights from the leading Private Wealth Management event.

1. 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

2. 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 achieve
optimal portfolio returns.
For more information please send an email to pressifg@ifgemea.com or visit the event website at
www.ifgwealthmanagement.com
About International Forum Group
International Forum Group is a world-leading business information company, organizing exclusive, invitation-only
gatherings of business leaders across multiple industry sectors.
Providing a platform for senior executives to build mutually beneficial business partnerships, International Forum Group
has designed an unparalleled system for matching the core buying needs of the world’s largest organizations with the
best solutions available in the global marketplace. Empowering all our clients with the knowledge they need to lead in
their respective fields is a fundamental goal of all our forums.
For more information, please visit: www.internationalforumgroup.com
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pressifg@ifgemea.com