marcus evans, a leading innovator in the wealth management industry, proudly announces the successful launch of the next Private Wealth Management Summit, a premier event that brings together prominent wealth managers and family offices for a unique networking and knowledge-sharing experience.

Held at the Park Hyatt Aviara Resort, Golf Club & Spa in San Diego on March 4-6 the summit will provide an exclusive platform for industry leaders to engage in insightful discussions, explore collaborative opportunities, and gain valuable insights into the rapidly evolving landscape of wealth management.

Key Highlights of the Private Wealth Management Summit:

Unparalleled Networking Opportunities: The summit features structured networking sessions, roundtable discussions, and one-on-one meetings, enabling participants to forge meaningful connections with like-minded professionals. Wealth managers and family offices have the chance to exchange ideas, strategies, and best practices, fostering a collaborative environment.

Expert-led Panels and Presentations: Renowned experts and thought leaders in the field will lead informative panels and presentations, covering a diverse range of topics such as asset allocation, risk management, impact investments, and machine learning & AI trends. Attendees will gain fresh perspectives on navigating challenges and optimizing their wealth management strategies.

Exclusive Insights from Industry Visionaries: Esteemed speakers will share their experiences and visions for the future of wealth management. Our panel of speakers will include:

  • Michael Schliff, Managing Director, Klingenstein Fields Advisors
  • McFall Lamm Jr, Chief Investment Officer/Chief Strategist, Stelac Advisory Services
  • Archan Basu, Chief Investment Officer, AltarRock
  • Richard Ward, Chief Investment Officer, Curated Wealth Partners

For more information about the Private Wealth Manamegent Summit, please visit the event website or contact Leyana Daccache at