An Exclusive Gathering of Family Office Leaders and Investment Pioneers led by ur partners at Marcus Evans
Join Frank Brochin, Chief Investment Officer of Focus Partners, and other distinguished family office investors for this invitation-only summit. The Private Wealth Management Summit convenes North America's leading wealth management strategists to address critical investment challenges in a post-2024 election landscape.
Key focus areas include AI-driven transformation, strategic asset allocation amid global uncertainty, and private credit opportunities. This premium event delivers essential intelligence through carefully curated sessions and exclusive networking opportunities with innovative asset managers from around the globe.
Limited to senior-level decision-makers, the summit provides an intimate setting for meaningful discussions and strategic partnerships that drive business growth.
By Invitation Only – request more information from Leyana Daccache at leyanad@marcusevanscy.com or visit https://bit.ly/4lRz9V3
June 9th — 11th, 2025
Boston