What is next in the service of advisors, customers, and enterprise wealth firms?


Location: Hamilton Princess & Beach Club

Typical Attendees: Enterprise Wealth Firm Leadership



This is our flagship roundtable. We have hosted this roundtable, typically in Sonoma, CA, for the past 14 years. In order to establish some parity, we decided to host this years roundtable in Bermuda. This roundtable focuses on issues that enterprise wealth leadership is facing, and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of perspective along with innovative ideas. 

Similar to our other roundtables, we mix together targetted case studies, community questions, breakout sessions, and partner thought leadership for honest and open conversations.. Additionally, we bring our groups together for a small intiimate / family like experience that results is rich dialogue and deep long-term friendships.