Private Wealth Carolinas Forum 2023 | Markets Group | 13 October 2023 | JW Marriott Charlotte, 600 S College St, Charlotte, NC 28202, USA

This event is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Carolinas.

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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2023 Speakers

ADVISORY BOARDS:

Grey Merriman
Head of Wealth Planning Wealth Consulting Group, Atlantic Union Bank Wealth Management

Jonathan Justice
Managing Director and Senior Advisor, Chilton Trust

Mary Robbins
Chief Investment Strategist, Fifth Third Wealth Advisors