Briefings
23 May 2016
PAM Breakfast Briefing: Planning a successful succession in private wealth management firms
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Join Private Asset Management for our next New York Breakfast Briefing: a free-to-attend member event featuring a panel-led discussion and informal networking.

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The briefing is an excellent opportunity to update your knowledge, whilst meeting with your peers and connecting with new business contacts.

The topic of this month’s PAM briefing is: Planning a successful succession in private wealth management firms

Succession planning isn’t something only private wealth clients need to worry about – advisors need a plan of action, too.
A panel of experts will discuss the following:

– When a private wealth manager should start considering the succession options available to them
– Why the issue is often overlooked, and creating a culture to change this
– Options for private wealth managers such as in-house mentoring, selling a business, or passing it over to a new generation
– The pitfalls and potential associated with merging or selling to another firm
– Who to entrust with your book of business, and retaining client trust throughout the process

Speakers:

– Drew DiMarino, senior vice president, eMoney
– Jay Hummel, managing director, Envestnet
– Michael Bapis, managing directorThe Bapis Group at HighTower
– Scott Beach, partner, Day Pitney LLP

Agenda
08:30 Breakfast & networking
09:10 Introduction from Private Asset Management
09:15 Panel debate
10:00 Questions
10:15 Close

How to attend the briefing:

All Private Asset Management members are welcome to attend the briefing. To book your place, click here.

If you are not currently a member, you can attend the briefing by taking out a free trial to Private Asset Management. Please contact the team at membership@fundintelligence.global to arrange your trial.

Request attendence