Leading Family Offices, Money Managers and innovative suppliers and solution providers gather on 7 – 9 December 2022 at an exquisite location the Eau Palm Beach Resort & Spa, Palm Beach, FL, US.
The Summit provides a highly focused and interactive atmosphere to address and gain solutions specific to the core concerns of individual attendees. This is an unparalleled opportunity for extensive informal networking among industry peers during one-on-one meetings, event meals, cocktail receptions and leisure entertainment.
Past Attendees:
- Chief Investment Officer – Kingsbridge Wealth Management Inc.
- Director Business Development – Cape Securities Inc.
- Chairman – DPG Investments LLC
- President and CIO – Lido Advisors LLC
- Associate – Cornerstone Family Office
- CIO – Catalyst Private Wealth
- Principal – Brown Earth Investments
- Managing Partner – SB Investment Partners Family Office
- Etc.
