Presented by FP Transitions Enterprise Value, Valuation, and Succession & M&A in Wealth Management

Program

• The evolution of U.S. wealth management firms — from national brokerage houses to highly sought-after independent RIA enterprises
• How firms have changed across generations of ownership, from first-generation founders to third-generation owners
• What drives the remarkable value growth of U.S. wealth management firms
• Whether those drivers can be expected to apply to the Swiss UVV/EAM sector — and what it means for Swiss firms
• Structuring for scalability: turning lifestyle firms into enterprises
• Navigating succession planning to build multi-generational value
• Mastering M&A: organic vs. inorganic growth strategies

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