AGENDA

The Next Step in Your Transformation Journey

1240 - 1300
2. Transformation Theatre

The Great Wealth Transfer: Managing the Client Transition and Engaging the Next Generation

- Wealth 3.0 – Introducing a new paradigm that should inform wealth advisory
- A good starting point to think about wealth transfer – What does it look like?
- The Next Generation – A multitude of roles and levels of engagement

Speaker

Maria
Bedrock_
MARIA VILLAX
Head of Family Governance and Solutions
Bedrock Group