Family Wealth Report Investment Summit: From Values to Value Creation - New York

This event is complimentary to attend to our qualified subscribers and invited guests. Qualifying firms include family offices, businesses and foundations, HNW investors and their trusted advisors

If you’d like to enquire about attending, please contact Theodora.Viney@clearviewpublishing.com

Name Name First Last
Company
City
Email
Phone
Job title
Why are you interested in attending?
Company type:

Company type: Private Family Office Registered Investment Advisor Private Bank Trust Company Law Firm Accounting Firm Family Business/Foundation HNW Investor Consultant Asset Manager Technology Provider Other (please specify) Other (please specify)
I am a guest of/have been recommended by:
What are your firm’s assets under management/advisement (AuM/AuA)?

What are your firm’s assets under management/advisement (AuM/AuA)? Less than $500M $500M - $1B $1B - $3B $3B - $10B $10B+ N/A
What is your client typical net worth? (HNW Investors, please answer as yourself)

What is your client typical net worth? (HNW Investors, please answer as yourself) $1M - $10M $10M - $50M $50M - $100M $100M - $500M $500M+ N/A
Are you interested in sponsoring this or future events?

Are you interested in sponsoring this or future events? Yes