Private Wealth Management Summit 2025: Disrupting the Future of High-Net-Worth Strategies

Wall Street's elite gather to hack the next decade of wealth—before the robots do it for them.

The New Rules of Money

Forget 'preservation'—2025's playbook is all about aggressive reinvention. Family offices are dumping 60/40 portfolios for tokenized real assets, while private banks scramble to rebrand their crypto custody services as 'blockchain-based wealth solutions.'

Yield Hunting in the Desert

With bonds yielding less than a savings account and equities priced for perfection, the smart money's building private market exposure through DeFi wrappers. (Yes, the same institutions that called it a scam in 2022.)

The Cynic's Corner

Watch for at least three panels on 'ESG-aligned alpha'—translation: how to charge 2-and-20 for repackaged index funds with a carbon credit garnish.

Bottom line? The future belongs to managers who can pivot faster than their clients' TikTok-addicted heirs liquidate trust funds.