Private Wealth Management Summit

REGISTER YOUR INTEREST

2-4 December 2019

The Ritz Carlton

Grand Lakes Florida

SOME OF OUR DISTINGUISHED ATTENDEES HAVE INCLUDED

Chris J. Roe

Partner and Managing Director

Waldron Private Wealth

Ken Shoji

Chief Investment Officer

View Capital Advisors, LLC

Tammy Surratt

CEO and Founder

Legacy Family Office

Michael Pompian

Founder and Chief Investment Officer

Sunpointe Investments

email: dsacal@marcusevansch.com

WHY SHOULD YOU ATTEND AS A

The Private Wealth Management Summit only partners with a limited number of solution provider companies offering valuable services and expertise. As a solution provider you will conduct mutually selected and pre-scheduled meetings with interested buyers of your products and services.

Strategic pre-scheduled one-on-one meetings with pre-qualified buyers in a time-effective format

Cost-efficient exposure to a multitude of key players in different key functions

Numerous interactions, both formal and informal, with your target group throughout the forum for powerful alliance

A three day event offering America's leading advisers of single and multi family offices, wealthy private investors, international fund managers and asset managers a devoted environment for unparalleled business and networking opportunities in a stimulating environment. 

Senior investment executives responsible for fund management and asset allocation decisions of the Family Office include: Presidents, Founders, CEOs, Managing Directors, CIOs.  

REGISTER YOUR INTEREST

Contact us by filling the form to receive more information about the Private Wealth Management Summit

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Networking

Shorten Your Sales Cycle

Choose Your Meetings

WHY SHOULD YOU ATTEND AS A

Access to the secured event website where you can review premium event content and the attending service providers, to make educated meeting selections and optimise the use of your time

Personalize Your Schedule

A comprehensive directory of solution providers, allowing ample time to research and identify products which efficiently address the most pressing needs of your organization.

Find What You Are Looking For

*Excellence is not a skill. It is an attitude.

-Ralph Marston 

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