8:00 AM – Boarding and Welcome Breakfast

• Begin the day with a gourmet breakfast and meet fellow attendees during the registration and boarding process on the Sherpa Cruise.

9:00 AM – Opening Remarks

• Introduction to the day’s agenda, highlighting the key topics and guest speakers.

9:30 AM – Panel Discussion: Global Investment Trends

• Expert panel discussing the latest trends in global investments and the implications for family offices and wealth management strategies.

10:30 AM – Coffee Break

• Enjoy refreshments and networking with peers against the backdrop of ocean views.

11:00 AM – Breakout Sessions (Choice of two)

1. Sustainable Investing: Dive into ESG trends, impact investments, and sustainable strategies gaining traction in wealth management.
2. Tech Innovations in Wealth Management: Explore how digital transformations and fintech are shaping the future of wealth management.

12:00 PM – Networking Luncheon

• A structured networking session over lunch, with tables organized by topics such as real estate, alternative investments, and legacy planning.

1:30 PM – Keynote Speech: The Future of Wealth Management

• A thought-provoking keynote by a leading industry visionary discussing the challenges and opportunities facing wealth managers and family offices.

2:30 PM – Interactive Workshop: Risk Management and Asset Protection

• An interactive session focusing on innovative approaches to risk management and asset protection for high-net-worth individuals and families.

3:30 PM – Afternoon Tea and Open Networking

• Enjoy a relaxed atmosphere with afternoon tea on the deck, providing more informal networking opportunities.

4:00 PM – Roundtable Discussions

• Participate in expert-led roundtable discussions covering a variety of pertinent topics, including:
  • Cross-Generational Wealth Transfer
  • Philanthropy and Social Responsibility
  • Investment Opportunities in Emerging Markets

5:00 PM – Closing Panel: The Evolving Role of Family Offices

• A panel discussion featuring family office executives discussing the evolving roles and strategies of family offices in the current economic climate.

6:00 PM – Cocktail Reception and Sunset Viewing

• Wind down with a cocktail reception on the deck, featuring stunning views of the sunset, providing a perfect end to the day.

7:00 PM – Gala Dinner and Guest Speaker

• End the day with a formal gala dinner, featuring a guest speaker who will share insights on maintaining wealth and harmony within family-run enterprises.