On August 14th, Don attended The Private Wealth Midwest Forum and participated in a panel on “The Future of Wealth Management.”

The agenda covered the following:

  • ASSET PROTECTION
    How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
  • SUCCESSION PLANNING
    Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
  • ASSET ALLOCATION
    Diversifying, growing returns, and understanding risk tolerance among private client investors.
  • ALTERNATIVE INVESTMENTS
    Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
  • FAMILY GOVERNANCE
    How do family offices clarify and coordinate governance – is good governance different for family firms?
  • PHILANTHROPIC PLANNING
    Developing a charitable expertise, from the family to the high-end advisor.

The Private Wealth Midwest Forum is designed to bring together more than 100 capital allocators and wealth managers from Illinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas, Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing.