Attendees
Work with a national network of family offices
400 industry stakeholders | Unlimited business opportunity
Who attends?
Connect with 400+ senior decision makers including:
- Family Offices
- Wealth managers/financial advisors
- Consultants
- Operators
- RIAs
- Real Estate fund professionals
- Private Equity Investors
- Service Providers to the Industry
- And more!
A snapshot of attendees in 2024
- Andell Holdings
- Arizona Investissements
- Aven Financial Group
- Bright Wealth Advisors
- Center For Family Wealth, LLC
- Dwyer Financial
- Family Wealth Leadership
- Financial Architects
- ICON Wealth & Legacy Partners
- Irvine Wealth Management
- J.P. Morgan Wealth Management
- Karas Partners Inc. (FO)
- Kensington Stern Family Office
- LPL FINANCIAL
- Merrill Lynch Wealth Management
- Monroe Family Office
- Morgan Stanley Wealth Management
- MPI Family Office
- Optivest Wealth Management
- Opwest Partners
- Partners Path
- Patrick Ventures (FO)
- Promus
- RAJ Capital
- Raymond James Wealth Management
- RBC Wealth Management
- Rockefeller Global Family Office
- Sedai Wealth
- Wise Management & Financial Services
- Woodbridge Family Office
