Where the brightest minds in the finance world gather for a good cause. Our events convene the family office and private investor community, allowing like-minded individuals and families to network with peers.

Get Access to Exclusive Events

Upcoming Events

We currently have no upcoming events, check back soon for our Fall schedule to be released

Lunches with Legends

Every few weeks we are honored to host a living legend of the financial world. Each investor or leader joins us for a candid fireside chat, and 100% of donations goes towards supporting pediatric mental health.

Read More

Prime Quadrant Conference

We are proud to host an annual conference, bringing together over 400 investors and featuring globally recognized thought leaders - all in support of medical research and pediatric mental health.

Read More

Intimate Roundtables

Our workshops, which include events such as our Investor IQ Series, are intimate gatherings for our clients and their families, delving into topics, issues and themes of concern.

group of people in formal clothes at a conference

Get access to exclusive events

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.