In this article, we are happy to share with you information and knowledge from our Webinar which held on 10th August, 2023.
Wealth management is a multifaceted discipline that requires a comprehensive understanding of various considerations influencing and impacting long-term wealth planning and preservation.
In the ever-evolving landscape of wealth management, it has become increasingly crucial to address the intricacies of family dynamics, sustainability, philanthropy, and mental incapacity.
These interconnected elements play a pivotal role in shaping wealth management strategies, safeguarding wealth across generations, and ensuring the sustainability of affluent and wealthy individuals and family’s assets and values.
Our webinar series titled “2023- Conversations on Wealth Management: Trends and Dynamics shaping the Lives and Legacies of the Affluent and High Networth Individuals (HNIs) provided enriching discussions examining issues on Family Dynamics, Philanthropy, Sustainability, mental Incapacity, and Digital assets.
Our conversations delved into the complex dynamics that arise within families of wealth, the impact of philanthropic initiatives, sustainable approaches to wealth management, digital assets, and insights into managing incapacity-related challenges in affluent and wealthy families.
If you missed our previous editions, you can catch up on them here.
We had an expert panel made up of renowned experts, thought leaders, and practitioners in the field of wealth management. We have highlighted the conversations and learning points shared by our speakers to affluent, wealthy individuals, and families, seeking to preserve their wealth, family, and legacies.
Tsitsi Mutendi – President of PSASA & Co-Founder, African Family Firms – Spoke about Philanthropy for Affluent and Wealthy individuals/families – structures and benefits. (Please click here to listen)
Ma. Theresa B. Ramos – Senior Consultant & Trainor, Premier, Family Business Consulting – Discussed Family Dynamics and its impacts on affluent and wealthy families. (Please click here to listen)
Nancy Bikson – Managing Director, Chapel & York International Limited – Shared invaluable insights on Philanthropy for Affluent and Wealthy individuals/families – Structures and benefits. (Please click here to listen)
Dr. Marta Widz – Family Silver Institute Affiliated with INSEAD, University of Vermont, Stewardship Asia Center – Spoke about the Issues and challenges associated with Diminished Mental Capacity/Declining Mental Capacity of Patriarch or Matriarch of affluent and wealthy families. (Please click here to listen)
Christo W. Meyer – Founder and Multi-Jurisdictional Legal Advisor, Uchi Advisory – Shared more light on Digital assets and wealth management. (Please click here to listen)
Prof. Aysha Anas Iftikhar – Program Director Family Managed Business Program Center for Executive Education, Institute of Business Administration, Karachi – – Spoke about the Maqasid of Sharia and Sustainability from an Islamic Wealth Management perspective. (Please click here to listen)
AbdulAkeem Akinbode MBA, FIFP – Deputy Registrar, Institute of Islamic Finance Professionals – Discussed his thoughts on Maqasid of Sharia and sustainability from an Islamic Wealth Management perspective. (Please click here to listen)
As part of our Private Client services, we have experienced Trust and Estate Planning Advisors ready to assist you in developing an estate plan that protects, preserves, and sustains you and your family’s wealth for generations.
Get in touch with one of our professionals today by sending an email to contact@fiduciaryservicesltd.com
You may also find the following newsletters to be insightful:
1. How can HNWIs protect themselves and their wealth in the event of Mental Incapacitation?
2. Conversations on Wealth Management: Mental Incapacity
3. 7 Ages of High-Net-worth Individuals (HNWIs) and Family Age 7: Legacy and Wealth Transfer
