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The Advisor of the Future: Why Holistic Wealth Management MattersThe Advisor of the Future: Why Holistic Wealth Management Matters

RIAs should be hyper-focused on how to better serve their clients.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

December 5, 2024

Michael Tiedemann, CEO of AlTi Tiedemann Global, highlights how the depth of expertise—from impact investing and private markets to tax, trust, and estate planning—sets firms apart in delivering holistic, multi-generational solutions.

Discover why the advisor of the future must offer a seamless, all-encompassing approach to meet the growing complexity of family wealth management.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator