4-6 June 2017 | The Ritz-Carlton Orlando | Grand Lakes, FL

Private Wealth Management Summit

The ultimate meeting point for modern decision makers

The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.

Taking place in June 4-6 of 2017; the Summit will allow attendees to benefit from visionary keynote presentations, real-life case studies and interactive sessions! You will also have the change to network during coffe breaks, lunch hours and cocktails, all this in a five star resort!






We would be delighted to provide you with more information on the summit model. Do fill in the below, and we will be in touch!

Register your interest

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Key Topic Areas Include:


Why attend?

Delegate or Solution Provider?


Delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following:
       • Multi-Family Offices                   
       • Single-Family Offices      
       • Private Family Foundations




Solution Provider

The solution provider category will include Fund Managers, Asset Managers, Investment Consultants, Advisory Services, Financial Advisories, Private Banks, Financial Institutes, and organisations that provides funds or any form of financial products.

Please do note that we have specific categories for delegates and solution providers. Contact alejandrad@marcusevansmx.com to find out which category you fall under and we would be more than happy to assist you. The number of companies in each product or service category is strictly limited to ensure an appropriate overall balance.

Listen to what our past attendees had to say...


For more information, please contact:

Deborah Sacal | Digital Marketing & PR Coordinator Latin America | +52 55 4170 5555 ext. 2437 | alejandrad@marcusevansmx.com


Contact alejandrad@marcusevansmx.com for more information

Media Partners

Navigating the Global Marketplace in an Era of Heightened Volatility

The Investment Landscape & Portfolio Construction Under the New Administration 

Tackling the Underrepresentation of Women in Financial Planning

Exploring a New Asset Class - Mobile Infrastructure 

Preserving the Sustainability of the Multigenerational Family Office 


By initiating new relationships directly with decision makers and develop rapport face-to-face.

And related expenses by presenting these decision makers to you in an exclusive setting.

And accomplish 6-12 months of standard sales efforts in just two days.

Each of your representatives will receive a three-day agenda w/ 10-15 pre-scheduled meetings in advance of Summit.

 Including comprehensive contact information, professional profiles, business priorities, and purchasing needs.

Dedicated to facilitating your company's meetings and maximizing your exposure to the entire attending delegation.

Shorten Your Sales Cycle

Reduce Cost of New Business Development

Reach Ultimate Budget Decision Makers

Pre-Scheduled Meetings

Directory of Attendees

Experienced Event Management Team

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