Wealthies Circle - Digital Forums

High net worth investors are looking for exposure to crypto and cloud technology plus direct investments through real estate syndications and private equity.

Join us to hear how wealth firms of varying sizes are dealing with these changes, where they’re paying off and what it might spell for the future of client service and support.

This session is intended to provide each participant with a working knowledge of what to look for (within their own organization) as well as how to communicate the issues and preparedness to clients.

Join us to hear how tech innovations and best practices are pointing the way to a more automated and scalable future for the industry.