April 2015: Delegate’s Andrew Hart Featured at IFG International Wealth Management Forum

Delegate’s managing partner, Andrew Hart, was featured at this year’s International Wealth Management Forum (IFG). The theme of Mr. Hart’s speech, based on Delegate’s Horizon-focused planning model, is “Look at the Horizon and Avoid the Cliff: How to Know if you Have Enough.” Mr. Hart will delve into successful ways of creating a long-term wealth management plan, steps advisers can use to identify and understand a family’s objectives for their wealth, and long-term forecasts to gage how likely client families are in achieving those goals.
 
About the conference: From IFG’s website “Successfully maneuvering today’s changing financial markets requires that you broaden your perspectives, expand your global network and form powerful alliances. The Wealth Management Forum fuses these modern day essentials into an event where attendees gather insights from world-class experts, connect with accomplished colleagues, and join forces with specialist Advisors… IFG’s Wealth Management Forum provides a unique platform for investment decision makers from single and multi-family offices to engage in vibrant benchmarking sessions and gain practical solutions and best practices to achieve optimal portfolio returns.”

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