The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and qualified service providers together through our recognized one-on-one business meetings methodology. We offer attendees an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
The pre-selected meetings provide access to senior executives within the family office space in America that have direct responsibility for fund management and asset allocation decisions. Our selection process ensures a qualified audience, which grants unparalleled business and networking opportunities in a luxurious and stimulating environment.
• Pre-schedule one-on-one business meetings with decision makers
• Accomplish 6-12 months of standard sales efforts in just three days.
• Engage in dynamic benchmarking sessions and interact with recognized leaders
• Grow sales faster through a time efficient format
• Benefit from visionary keynote presentations and real-life case studies
• Network with high level executives in a luxurious and stimulating environment
PREVIOUS ATTENDEES INCLUDE:
Todd Benjamin, Former Financial Editor, CNN
Kim Ciccarelli Kantor, President& Founder, Ciccarelli Advisory Services
Bruce L. Swanson, PhD Chief Investment Officer, Sentinel Trust
David Post. Chief Investment Strategist, Telemus Capital
Greg Silberman Chief Investment Officer, ACG Wealth, Inc
Contact me at dsacal@marcusevansch.com to better understand the Summit
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