Our CEO Sean Cortis spoke at the 2016 PWM Greater China Summit on the importance of proactive Wealth Management and succession planning. Senior Tax consultant Judy Tse accompanied Sean to China for the week-long conference
The PWM Greater China Summit is the ultimate meeting point, bringing together leading Greater China Family Offices with fund managers and consultants in an intimate and focused environment.
The quality of the PWM Greater China Summit 2016 is a direct result of its exclusivity. Participation at the summit is by invitation only, which enables marcus evans to guarantee the quality and networking value of the executive level delegation. Registration is strictly limited to ensure the highest level of interaction between delegates and sponsors.
Delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following:
• Single-Family Offices
• Multi-Family Offices
• Private Trusts
• Private Foundations
Find more information about the event here