Our Services
We offer a comprehensive suite of services designed to support the unique needs of family offices and the broader private wealth community. From strategic introductions and curated deal flow to exclusive events, media exposure, and tailored consulting, our offerings are built to foster meaningful connections, uncover opportunities, and deliver real value across every aspect of the family office ecosystem.
Closed Peer to Peer Meetings
Our Closed Peer-to-Peer Meetings are private, invitation-only gatherings designed to foster meaningful dialogue among family office principals, executives, and trusted advisors. Hosted as intimate lunches, dinners, and small-group engagements, these events are focused on conversations, not presentations.
There are no pitches, no panels — just peer-led discussions centered around real challenges, emerging opportunities, and the insights that come from lived experience. Participants are carefully curated to ensure alignment in values, priorities, and privacy expectations.
These meetings are where the most valuable ideas are exchanged, relationships are deepened, and new strategies are shaped — all in an environment of trust, discretion, and mutual respect.
Open Networking Receptions
Our Open Networking Receptions are vibrant cocktail events designed to encourage organic connections across the broader family office ecosystem. These gatherings bring together family office principals, executives, and next-generation leaders alongside best-in-class service providers, select top-tier asset managers, and visionary entrepreneurs.
Set in elegant yet relaxed environments, these receptions are all about relationship-building, idea exchange, and strategic introductions — without the formality of structured programming. Whether you're expanding your network, exploring new collaborations, or simply catching up with peers, these events offer a valuable touchpoint within the community.
We facilitate highly curated, one-on-one connections designed to create strategic value or address a specific need. Each introduction is made with purpose — aligning shared interests, complementary capabilities, or synergistic goals for mutually beneficial outcomes.
Direct Introductions
Advertising & Sponsorship
Gain targeted exposure through premium sponsorship and advertising opportunities across our digital platforms and live events. From curated peer gatherings to larger-scale receptions, we offer strategic visibility for brands and offerings looking to connect with influential family office decision-makers and industry leaders.
We organize tailored roadshows and presentation series that bring your message directly to key markets and decision-makers across the country. Whether you're introducing a new opportunity, raising capital, or building brand awareness, we help you meet the right people where they operate — in a setting designed for meaningful dialogue and lasting impact.
Roadshows & Presentations
Newsletters & Podcasts
Our weekly newsletters reach a global community of family offices, executives, asset managers, investors, service providers, and entrepreneurs — delivering timely, relevant content focused on the business of family offices and the world of high-end living. From investment trends and market insights to elite travel, luxury goods, and legacy planning, we curate what matters most to our audience.
Contact us
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