Venue
Virtual

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Nov 9 EST (24 days ago)
Location Virtual
Region All
Details

Hear from 20+ Investors on stage at The Multi Family Office & Wealth Manager Summit.
The Multi-Family Office & Wealth Manager Summit will feature 20+ investor speakers sharing insights, best practices, investment models, and allocation trends among other critical issues facing family office executives today.

This is your chance to meet with Billion Dollar Multi-Family Office Professionals and wealth managers as well as 250+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of private investor industry participants.

Benefits of Attending
• Build Your Investor Relationship Network: Quickly add another dozen investors to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the private investor industry.
• Hear from Multi-Family Offices and Wealth Managers Managing over a Billion dollars in Assets on best practices, strategies, and trends.
• Improve your ability to retain assets as a wealth manager.
• Investment appetites have changed and continue changing at an accelerated rate. Our event will have a no-hype conversation focused on objective success strategies for changing times.
• The Family Office Club has been bringing family offices together for over 14 years. Connect with an established investment community that has convened over 175 times.
• Learn how to stay innovative and relevant as Family Offices and wealth managers compete more and more against digital asset management.
• What marketing strategies are new firms using to attract ultra-high net worth clients. Why do some firms that have potential clients calling them, instead of cold calls and emails and endlessly asking for introductions?
• Participate in discussions about reducing risk, improving information security and compliance.