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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE - Day 1 - US Eastern

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Wealth Management EDGE - Day 1 - US Eastern
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EDGE Summits
Showing 1 of 1 Streams
10:30am - 10:40am
Welcome
10:40am - 11:00am
Opening Keynote
11:00am - 11:35am
Engaging the Rising Gen: Practical Strategies for Empowering Future Family Leaders
11:35am - 12:15pm
Competitive Advantages For Family Offices In Direct Acquisitions Of Private Companies: An alternative to investing in private equity
EDGE Summits
Showing 1 of 1 Streams
1:00pm - 1:40pm
Family Office Services: Expanding Opportunities While Maintaining Excellence
1:40pm - 2:20pm
Strategic Estate & Wealth Transfer Planning in the Era of the One Big Beautiful Bill: Maximizing Permanent $15M Exemptions and Advanced Legacy Solutions
2:20pm - 3:00pm
Leveraging Tech in Estate Planning
3:00pm - 3:30pm
Closing Keynote
NextWealth Management EDGE - Day 2
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