Deutsche Bank Private Bank’s NextGen New York seminar brought the next generation of client families together for three days of discussion, insight and connection across investing, markets, art, family office structures, legacy and entrepreneurship.
Held in New York, the seminar welcomed 23 participants from across the world, bringing together a diverse group of next generation clients with varied levels of experience in economics, finance and family enterprise.
Designed to combine practical knowledge with peer exchange, the event created an environment where participants could build understanding, broaden perspectives and connect with others navigating similar questions around wealth, responsibility and the future.
Financial literacy and market insight for future wealth stewards
The opening day at Deutsche Bank Center focused on investing and markets. Sessions explored the foundations of financial literacy, current economic and market conditions, and the investment process for wealth management clients, including discretionary portfolio management and fixed income investing.
Events like this are important because they create space for the next generation to learn, ask questions and build relationships with peers facing similar decisions.
Jacqui Valouch
Head of Wealth Planning, Trust, Custody and Alternatives at Deutsche Bank Wealth Management
Alongside the formal sessions, participants had opportunities to engage with senior leaders and specialists across the bank during the welcome session, lunches, and an evening networking reception.
Global art market trends, digital innovation and next-gen collectors
Day two moved beyond the classroom, beginning with a visit to the New York Stock Exchange that included access to the trading floor and time with the NYSE Archivist, offering participants a closer look at the history and continuing relevance of one of the world’s most important financial institutions.
The programme then shifted to 3 World Trade Center, where the group explored the intersection of art, markets and innovation through studio visits and panel discussions on trends in the global art market and the implications of artificial intelligence for artists, institutions and collectors.
Jacqui Valouch, Head of Wealth Planning, Trust, Custody and Alternatives at Deutsche Bank Wealth Management, said the art-market discussion was designed to help participants understand how a changing collector base, digital innovation and evolving gallery, advisory and auction dynamics are reshaping the way art is created, accessed and valued.
“The global art market continues to adapt to new generations of collectors, new technologies and new ways of engaging with artists and institutions,” she said. “For next-generation clients, understanding these shifts is part of building a broader perspective on wealth, culture and long-term stewardship.”
Family office structures, entrepreneurship and legacy planning
The final day returned to Deutsche Bank Center with a tour of the bank’s contemporary art collection, followed by sessions that broadened the discussion to leadership, culture, family office structures, legacy, sports financing and entrepreneurship. Together, these conversations reflected the range of topics many client families are considering as wealth, decision-making and responsibility move across generations.
Throughout the programme, speakers aimed to tailor their sessions to a group with different levels of prior knowledge, helping make complex topics accessible while still offering depth for those already active in family businesses or investment discussions. The result was a programme that combined technical insight with a more personal dimension: space for conversation, shared experience and relationship-building among peers from different regions and backgrounds.
Why peer learning matters for succession and long-term stewardship
Reflecting on the broader purpose of the programme, Valouch added: “Events like this are important because they create space for the next generation to learn, ask questions and build relationships with peers facing similar decisions. The technical content matters, but so does the opportunity to connect ideas across markets, culture, family and legacy.”
As families continue to consider questions of succession, stewardship and long-term purpose, Deutsche Bank’s NextGen New York seminar highlighted the value of informed dialogue across generations. By combining market insight, cultural experiences and practical discussions around family wealth, the event helped participants explore how wealth is managed, as well how it can be understood, communicated and preserved.
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