Summit: Elite

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Philip Marcovici, Offices of Philip Marcovici on the rapidly changing wealth management landscape

Philip Marcovici, Principal, Offices of Philip Marcovici and a speaker at the Elite Summit discusses the facts that every wealth advisor and owner needs to know about the rapidly changing wealth management landscape. There are developments on a global scale, across issues from taxation to succession planning, that are affecting the wealth management industry today. In this session, one of the most recognised taxation and wealth structuring professionals for the UHNW community is going to highlight the key factors at the heart of the upcoming transformation to help promote a soft landing for family offices and their clients as they prepare their legacy for a new financial era.

Join the next Summit along with leading European family offices and global asset managers in an intimate environment for a focused discussion of key new drivers shaping wealth management strategies today.

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