Looking Forward: The Future of Wealth Management

Following a briefing on how technology will reshape the role of the family office and wealth advisor in the coming decade, we will hear from leaders who are on the front lines of that change. Wayne Osborne will share new insights into buying behavior among wealth owners as they come to trust, and rely on, technology. Maurizio Petta will share perspectives on how wealth management will offer a broader role for the family office to play. You will not want to miss these valuable insights into the future.

• Bill Sullivan, President, Family Office Exchange
• Wayne Osborne, CEO of a Gen 1 Family Office in the San Francisco Bay Area
• Maurizio Petta, Chief Executive Officer, Seragnoli Family Office
• Eraldo Pomponi, Chief Digital Officer, Seragnoli Family Office