Private Wealth Management Summit

the most exclusive meeting point for regional SFOs, MFOs, wealth advisors, and international fund managers and consultants across the US

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THE PRIVATE WEALTH MANAGEMENT SUMMIT

June 3-5, 2019

The Ritz Carlton Rancho Mirage, CA

THE AGENDA

The Summit's engaging agenda is focused on strategic meetings that offer extraordinary networking opportunities. You will reach the decision makers of your choosing as the entire environment is designed to facilitate growing business relationships and continued discussions.

 
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TESTIMONIALS

Don't just take our word for it, hear it from your peers!

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, 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 wealth preservation and investment strategy.

The one-on-one business meetings provide access to the decision makers of the industry. Attend and benefit from world class briefings from some of the leading minds in the private wealth industry.  

How Do I Tailor my Agenda to My Needs?More Information

WHY ATTEND

COST-EFFICIENT EXPOSURE TO A MULTITUDE OF KEY PLAYERS IN DIFFERENT KEY FUNCTIONS

 

NUMEROUS INTERACTIONS WITH YOUR TARGET GROUP THROUGHOUT THE FORUM FOR POWERFUL ALLIANCES

 

THE DELEGATES

We methodically select and qualify potential participants, delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following: HNWIs and families, Multi-Family Offices, Single-Family Offices, Private Family Foundations and more.

THE SOLUTION PROVIDERS

PACKAGE INCLUDES 

a three-day agenda of pre-scheduled meetings in advance of the summit

meeting area with your company’s logo

networking meals and cocktails

listing of your company details and contact information in a variety of
 media

access to premium event content

a directory of delegates attending the Summit

priority re-booking status for the next year’s event

ABOUT MARCUS 
EVANS SUMMITS

marcus evans summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions.
Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, case studies, roundtables and one-to-one business meetings. For more information, please contact 
dsacal@marcusevansch.com.

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FILL OUT THE FORM ON THE RIGHT TO RECEIVE MORE INFORMATION ABOUT THE PRIVATE WEALTH MANAGEMENT SUMMIT:

Ivan Hernandez

Co-Founder, Managing Director, Wealth Structure and Planning

Omnia Family Wealth

Mauricio Gruener

Founder

GFG Capital

Linda C. Mack

Founder and President

Mack International, LLC


Michael Pompian

Founder and Chief Investment Officer

Sunpointe Investments


Eduardo Gruener

Founder

GFG Capital

SOME OF OUR PAST DISTINGUISHED SPEAKERS


Thomas J. Haug

President and Member

A.W. Jones Private Advisors

Tammy Surratt

CEO and Founder

Legacy Family Office

Ken Shoji

Chief Investment Officer

View Capital Advisors, LLC

Chris J. Roe

Partner and Managing Director

Waldron Private Wealth


As a sponsor you will conduct mutually selected and pre-scheduled one-to-one meetings with interested buyers of your products and services. You will receive exclusive access to the profiles of all delegates, allowing you to make educated meeting selections. Delegates are also requested to review the profiles of participating sponsors and select the ones that best fit their strategic and tactical needs. Employing a secure web-based scheduling system, selections are matched by order of priority and mutual interest. 

STRATEGIC MEETINGS WITH QUALIFIED BUYERS IN A TIME-EFFECTIVE FORMAT

MEDIA PARTNERS

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