We were fortunate to have a well-known speaker, Philip Marcovici, be with us to talk about “the Destructive Power of Family Wealth – A Guide to Succession Planning”.
Philip’s talk mainly focused on the changing world and its impact on the wealth owner. He covered the topic with observations on the Wealth Management Industry and the mismatch with the needs of wealth owning families. He mentioned that holistic planning was what families need and highlighted the tools available to help achieve their objectives. He further spoke on the challenges for those in the industry in Singapore. Philip shared his experiences obtained throughout his career and this made it an interesting event for the audience.
Due to the popularity of the topic and also the speaker, this event was well received by the audience.
Click HERE to view event photos.
Ms Annette Sui