TBA , Palm Beach

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Event Date Wed Dec 7 AST (in 11 months)
In your timezone (EST): Tue Dec 6 11:00pm - Tue Dec 6 11:00pm
Location TBA
Palm Beach
Region Americas

The Annual Private Wealth Florida Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Florida.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.


2021 Past Speakers

Matthew Storm
Founding Partner, CV Advisors

Jeff Zipper
Managing Director of Investments, U.S. Bank

Richard Stone
President, Stone Family Office

Jack Ablin
Founding Principal, Chief Investment Officer, Cresset Wealth

Michael Blank
Chief Executive Officer, Holdun Family Office

Pablo Cortes
Managing Director, Finaccess Advisors

Christina Worley
Founder and Managing Member, Castle Wealth Management

Eric Teal
Chief Investment Officer, Managing Partner, Queens Oak Advisors

Timothy McCarthy
President - Caribbean Region, Holdun Family Office

Ira Perlmuter
Founder, Head of Family Office, T5 Equity Partners

Wayne Pettway
Director, Fixed Income Strategy, SunTrust Bank

Lee Bressler
U.S. Head of Capital Markets, Microsoft

Shalin Madan
Founder, Bodhi Tree Asset Management

Rocio Ortega
Partner, Senior Advisor, WE Family Offices

Daniel Kraus
Partner, Silverman Group

Ricardo F. Nieto
Chief Investment Officer and Co-Founder, Aragon Capital

Marc DePaul
Chief Financial Officer, Private Single Family Office

Benjamin Doty
Senior Investment Director, Koss Olinger