Private Wealth Management Summit Fall 2019

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    Private Wealth Management Summit Fall 2019

    2-4 December 2019, The Ritz-Carlton Orlando, Grand Lakes, FL


    The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.

    meeting expectations
    satisfied clients – instant productivity

    Very informative. Hope to continue to sensitize people to African Investments.
    Vice President, Business Development, Groupe Nduom

    An excellent marketplace where ideas and financial products converge for buyers and sellers.
    Chief Investment Officer, Stelac Advisory Services LLC

    Fantastic Summit. Breakout topics were very relevant and one-on-one sessions were excellent.
    SARA Investment Real Estate

    Excellent Summit!
    Principal, Cornerstone Investment Advisors LLC

    The marcus evans events continue to impress. Our firm has found the Summits to be an extremely useful, cost effective and efficient tool for meeting new, qualified prospects. The matching process ensures that all delegates maximize the use of their valuable time and connections they need to meet their objectives.
    Co-Founder and Managing Director, Granite Hall Partners

    marcus evans is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219 2417.


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    What are the Benefits of a Summit?

    The marcus evans summit format is the ideal method for uniting decision makers and solution providers. The world’s foremost strategists, thought leaders and trend setters deliver visionary keynote presentations, real-life case studies and interactive sessions. A sophisticated web-based scheduling system enables delegates and providers to select one-on-one business meetings that fit their current priorities and preferences. Situated in some of the world’s most beautiful locations  and with numerous networking opportunities, participants discuss their business objectives face to face in a relaxed atmosphere.

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