electra-supply.comOn October 12-14, 2024, the Global Wealth Expo and Family Wealth Forum hosted by the American Mutual Wealth Group took place at the Sheraton Hotel in Los Angeles. This grand event drew significant attention from heavyweights in the global wealth management industry, with nearly 1,500 attendees and extensive media coverage, marking it as a focal point in the financial sector in recent years. Pop Culture served as the Title Sponsor for this remarkable gathering.
In a statement, Tiffany Xu, the founder and president of the group, highlighted that this expo was the largest of its kind in the history of Los Angeles’ industry and a benchmark event for future development. Leaders and entrepreneurs gathered to discuss global wealth trends and the pathways for family wealth succession.
Adding to its grandeur, the expo was notable for the attendance of several government officials and community leaders. Among them were California State Treasurer Fiona Ma, former California Senate Minority Leader Bob Huff and his wife, Meimei He, San Gabriel City Councilmember Tony Ding, Arcadia City Councilmembers Paul Cheng and Eileen Wang, California Senator Bob Archuletta’s representative Kyle Miller, Walnut City Councilmember Allen Wu representing Arthur Wu, former Monterey Park Mayor Dr. Linda Chan, and former Walnut Mayor Eric Chin. U.S. Congresswoman Judy Chu also sent congratulatory messages specifically for President Tiffany Xu.
Community leaders in attendance included Mr. Cheng-Hua Tsai, President of the Chinese-American Community Association of Southern California; Ms. Mary Lin, President of the Orange County Chinese Chamber of Commerce Foundation and Chairwoman of the Sino-American CPA Association; Mr. Lin Zhao, Chairman of the Chinese-American Community Federation; Ms. Shan Li, President of the Chinese American Colleges and Universities Alliance; Ms. Lisa Liu, Chairwoman; and Ms. Jessica Liu, Vice Chairwoman, in addition to Ms. Jing Sang, President of the Sino-American CPA Association, and Mr. Hao Li, founding president. The presence of these distinguished guests underscored the significance and powerful impact of the event.
The expo invited top financial firms and partners, breaking previous attendance records. Notable participants included representatives from renowned insurance companies such as F&G Life Insurance Company, National Life Group, Symetra Life, Corebridge Financial, American National, and Pacific Life, showcasing the event’s immense appeal and influence. Additionally, various elite businesses, from Chase Bank to WeTrust and beyond, provided strong support for the event.
Of particular note, the expo featured key speeches from Dr. Pano Churchill, the grandson of the former British Prime Minister Sir Winston Churchill, and Will Crampton, a representative of the world’s largest family consortium alliance.
The conference included legal and financial experts who traveled from Canada and Asia to participate, reflecting their strong recognition and endorsement of the Mutual Wealth event.
During the conference, Tiffany Xu delivered a compelling speech, reflecting on the company’s development journey and emphasizing the importance of innovation and collaboration. She shared her successful experiences in finance and encouraged attendees to maintain keen business instincts in a rapidly changing market. Tiffany provided detailed analyses of the U.S. insurance market, commercial real estate sector, and technological innovations, noting that the global insurance industry achieved a 7.5% growth in 2023—the fastest increase since 2006—with significant future potential.
Tiffany emphasized that Mutual Wealth will continue to prioritize clients and brokers while innovating to provide forward-thinking financial planning and asset management services, helping clients achieve sustained wealth growth. She firmly believes that every effort yields rewards and is confident that their platform will impact the U.S. insurance brokerage industry, leading new brokerage models and nurturing more industry elites. The company plans to maintain a focus on technological innovation and digital transformation to enhance service capabilities and client experiences, while continually expanding its network nationwide and exploring international markets.
The representative from the esteemed Churchill family further elaborated on the critical role of “love and responsibility” in family prosperity from a developmental perspective, which captivated the audience and set the tone for discussions on the history and evolution of family wealth accumulation.
The event also featured a segment dedicated to technological innovation, showcasing Mutual Wealth’s exclusive AI financial planning robot, which illustrated the future potential of innovation in the insurance industry. The official app of Mutual Wealth was launched during this gathering, and Tiffany Xu shared her insights on the developments in social media and digital personas.
In addition to professional exchanges and learning, the event provided an exquisite entertainment experience. Mutual Wealth invited the renowned Mandopop star, David Tao, to deliver a stunning performance, igniting a frenzy among attendees eager to experience the charisma of a superstar up close. The atmosphere transformed into an exuberant ocean of excitement, culminating in David personally presenting awards to outstanding brokers from Mutual Wealth.
Internationally acclaimed tenor Choi Chung-Po, King, the champion of TVB’s Global Chinese Singing Contest, and a renowned Hollywood magician captivated the audience with spellbinding performances, along with vibrant Latin dance, contributing to the exhilarating atmosphere. Tiffany also led the audience in a group dance, elevating the excitement to new heights.
The Mutual Wealth Global Expo and Family Wealth Forum has set a new historical milestone with its unprecedented scale and impact. With in-depth professional discussions and stunning entertainment, this event undoubtedly represented a peak moment in global wealth management and innovation, guiding future industry developments.
As this memorable event concludes, its influence will undoubtedly continue to resonate. As an industry leader, the American Mutual Wealth Group has further solidified its position in the global innovation and business collaboration arenas, witnessing its role as a forerunner in the financial industry. With ongoing efforts in expanding global strategies and technological innovations, and providing platforms for entrepreneurs and industry leaders to connect and collaborate, Mutual Wealth is poised to make significant contributions to the wealth management market in the future and to the broader global economy.
