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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Alex Farman-Farmaian
Chief Executive Officer at Compound Planning
Speaker

Profile

Alex is the Co-Founder and Chief Executive Officer of Compound Planning, a digital family office and tech-enabled RIA managing more than $5 billion for high-net-worth founders, early employees, executives, professionals, and families. He is responsible for growing the firm to 50+ advisors and over $5 billion in AUM since 2022.

Previously, Alex was the 20th employee at Carta, where he built numerous sales teams across the country as Carta scaled to 1,000 employees.

Agenda Sessions

  • Family Office Services: Expanding Opportunities While Maintaining Excellence

    1:00pm