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This is a working session for serious professionals who advise affluent individuals, family offices, and closely held businesses. No theory. No puffed-up “panel talk.” We discuss what is actually happening in the market right now: deal flow, buying behavior, liquidity events, generational transition, risk mitigation, and the shifting expectations of ultra-wealthy clients.
You will hear from advisors who are in the field every day. They will share what is working for them, what has stopped working, and where they see demand moving next. The purpose is simple: sharpen your edge and expand your circle of high-trust relationships.
This is not a webinar. Cameras on. Contribution expected.
You are here to trade insight with other top-tier professionals and elevate the quality of your client conversations.
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