TBA , Boston

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Event Date Thu Mar 24 CET (in 6 months)
In your timezone (EDT): Thu Mar 24 12:00pm - Thu Mar 24 12:00pm
Location TBA
Region EMEA

The Annual Private Wealth New England 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 New England.

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.


2022 Speakers


Steve Pagliuca
Co-Chairman, Bain Capital, Co-Owner, Boston Celtics

Stephen Lewinstein
President, Stephen R. Lewinstein Associates, Co-Owner, Boston Celtics