A one day meeting of the largest family offices, private banks and registered investment advisors based in Texas. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.
Access the growing Texan private wealth community with targeted one-on-one meetings and speaking opportunities.
Gain exclusive insight into the evolving world of asset management, alternative investments, fixed income options, real estate, and impact investing.
Network with the heads of the largest private banks and most prominent RIAs and family offices in Texas
Head of US Private Wealth Sales