Private Wealth Management Summit

Sunday, June 5th - 7th
All Day


Kat Rosqueta will be a distinguished speaker and discuss high impact philanthropy strategies. This executive level summit will bring together leading CIOs, Presidents, CEOs, Founders, Partners and Managing Directors from Single family offices, Multifamily offices and Wealth Management Firms for two days of intense learning and networking. Through this invitation-only event, attendees will receive valuable information on the most current issues as it relates to the strategies and approaches related to wealth management.