"Wealth Management & Family Offices"
Hosted by CFA Society Romania
May 27th, 18:00
The Marmorosch Bucharest Hotel, Vienna Ballroom
Opening Remarks (18:15 - 18:30)
- Welcome Address by CFA Society Romania
- Keynote Speaker
Session 1: The Evolution of Family Offices & Wealth Management (18:30 – 19:15)
CFA Society Romania Presents: The Corporate Governance Study (19:15 – 19:30)
Session 2: Protecting & Structuring Family Wealth – Succession, Tax, and Governance (19:30 – 20:15)
Closing Remarks & Key Takeaways (20:15 - 20:25)
• Summary of key insights from all panels.
• The future of family wealth and strategic financial planning.
Networking Cocktail (20:30 - 22:00)