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The 1-day virtual conference will provide industry insight and unequivocally useful advice on navigating the complex field of business management in a world changed by the pandemic. Speakers include top business managers with A-list clients, family offices that manage the finances of some of the wealthiest individuals in the world, and trusted advisors with decades of experience in counseling high profile clients.

Join us to hear a myriad of useful suggestions, ideas, and advice as to where the industry is headed, what assets clients are investing in, how to use technological evolution to your advantage, and how to protect your clientele in an ever-changing and hostile environment, with threats ranging from a global pandemic to a financial crisis.

What once used to be a much more simple job description for business managers of providing clients with predominantly financial information, has in recent years turned into a 24/7 activity that encompasses a wide and diverse range of services. Business Managers steer clients through increasingly varied revenue streams and planning costs – helping them map, understand and manoeuvre through a changing tax environment, and directing financial investments to create the best and longest-lasting value. As such, business managers have positioned themselves as an essential element at the center of clients’ livelihood, providing directions for long-term financial stability.

As clients expect direction and guidance, it is of pivotal importance to truly and thoroughly understand the challenges in the near or distant future, as well as create and maintain a network of useful contacts who could serve as safeguards against possible adversity during uncertain times marked by corporate mergers and acquisitions.

The Future of Business Management: Virtual 1-Day Conference

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Trusted Advisor Association