On June 13, 2024, Beyond Global Management participated in the 9th Real Estate Family Office & Private Wealth Management Forum, held in Dana Point, Southern California. The event was organized by IMN and focused on the theme, “Allocating 25% of Investment Portfolios to Direct Real Estate Investments.”

The forum brought together elite professionals and industry leaders, representing the highest level of expertise in the real estate sector.

During the discussions, Jenny Zhan, Founder & CEO of Beyond Global Management, shared her insights on asset allocation and family wealth succession strategies, sparking widespread interest.

As one of the most crucial asset classes for wealth preservation and intergenerational transfer, real estate holds undeniable importance. Beyond’s experience and insight has led to actionable strategies focused on creating value for high-net-worth individuals.