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In the next webinar of our Private Client Library series, we will explore how families make investment decisions and the key principles underlying their wealth management.
We will also focus on the key elements of a family Investment Policy Statement (IPS), including how to define investment objectives, establish appropriate risk tolerance levels, and allocate responsibilities among family members, the family office, and external advisors.

In addition, we will discuss how an IPS helps maintain investment discipline amid market uncertainty and supports consistent decision-making across generations.
If you have any questions, please contact us at: private.info@baone.ae
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SPEAKERS
  • Yelena Martino
    CEO of Signet Group
  • Svetlana Meyer
    Director, Private Clients Services, BaOne

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