10th Annual Private Wealth Forum 2024 - Texas | Markets Group | 13 February 2024 | Arts District Mansion, 2101 Ross Ave, Dallas, TX 75201, USA

This Forum is the leading conference for RIAs, family offices, and private banks throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Texas based leaders in the sector.

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2024 Sponsors

LEAD SPONSOR:
• U.S. Energy

PLATINUM SPONSORS:
• Ashford Securities
• Cantor Fitzgerald
• Yrefy

GOLD SPONSORS:
• Bourne Financial Group
• Crossing Bridge Advisors llc
• GEM
• Grubb Properties
• Hellios Investment Partners
• Hines
• Krane Shares
• Voya Investment Management

SPONSORS:
• Dimensional
• Dwight Mortgage Trust
• Goldman Sachs
• Greenlake
• Goldstar Trust Company
• Touchstone Investments Distinctively Active
• Triton Pacific Securities llc