Time has come for the industry to have a real business building conference that incorporates cutting- edge sales and marketing ideas, due diligence, succession planning, institutional investments, clearing and custody services along with innovative technology products and solutions.
This conference is designed to bring together preeminent financial services and business leaders with a focus on taking RIA or Family Office businesses to the next level.
We’ve created an incredible event and comprehensive agenda for attendees to walk away energized with an abundance of practical ideas and tools to grow and thrive in an ever-changing wealth management industry
ELITE Independent RIA & Family Office Global Leaders Conference is only available to a select group of Independent RIAs and Family Offices. RIA or Family Office attendees must have a minimum $100 million or more of assets under management (AUM).
For more information or to RSVP please contact: info@TheEliteConferences.com or 866-408-2279.
Dates: July 14 -17, 2019
Venue: Four Seasons Hotel Montreal
Location: Montreal, Quebec