The Investors
The Wealth Management Forum invites only the most Senior Investment Managers from North America’s largest Family offices. A thorough pre-invitation screening process is employed to make sure that the Investors are qualified to make asset allocation decisions.
A readiness to invest over the next 12 months and the authority to do so are critical criteria for admission.
Streamlining the Capital Raising Process
IFG has developed a unique formula for matching investment requirements from leading family offices with the services provided by highly specialized and requested wealth advisors.
Our level of research and qualification of each Investor and the corresponding matching with appropriate Advisors is unparalleled. Our method demands two dedicated research teams. Our Investor research teams spends approximately six months researching with the investors and defining very specific requirements. At the same time, our highly experienced Advisor research team analyses the market and determines the relevant Managers in each asset class. All Advisors have to be fully qualified to be accepted.
Our strategy allows us to minimize the possibility of poorly matched meetings at the Forum. The time invested prior means that your opportunities for raising capital are particularly enhanced.
Past Participants
President
BAX FAMILY OFFICE
Managing Director
GENRICH FAMILY OFFICE
Managing Director
PROMUS CAPITAL LLC
President
MSF CAPITAL ADVISORS
Head of Investment Strategies
MCKINLEY CARTER WEALTH SERVICES
Senior Vice President
EFG CAPITAL ADVISORS INC.
Managing Director
JACOBUS WEALTH MANAGEMENT
VP & Senior Investment Advisor
WILMINGTON TRUST
Senior Vice President / Wealth Management Advisor
US BANK - PRIVATE CLIENT RESERVE
President
GENSPRING FAMILY OFFICES
EVP, Regional Managing Director
WELLS FARGO
Partner - Investment Principal
LOWRY HILL
Chairman
GENSPRING FAMILY OFFICES
Director
O'BRIEN INTERNATIONAL FAMILY OFFICE
Director
ICG ADVISORS LLC
Director of Investments
ARGOS PARTNER LLC
Managing Director / CIO
UFS GROUP
Principal - Founding Partner
Bluffview Wealth Management LLC
Managing Partner
GORELICK BROTHERS CAPITAL
Director Client Management Family Wealth
WELLS FARGO BANK NORTH AMERICA
Managing Director
TOLLESON WEALTH MANAGEMENT
SVP. Head of Alternative Investments & Strategies
US BANK - PRIVATE CLIENT RESERVE
President
THE PLANNING GROUP
Executive Vice President
ATLAS BROWN INC
Partner
COLDSTREAM
Chairman & CEO
KANALY TRUST
Principal
CYPRESS WEALTH MANAGEMENT LLC
Owner
LATTA FAMILY OFFICE
CEO
EDGE PORTFOLIO MGMT LLC.
Co-Founder
TURTLE CREEK INVESTMENT ADVISORS
Managing Director
HARRIS MYCFO
COO
THE MDE GROUP
Senior Vice President/Regional Manager
US BANK - PRIVATE CLIENT RESERVE
Principal and Founding Member
RCL ADVISORS
President
RILEY RESOURCES INC.
Chairman
RILEY RESOURCES INC.
CEO
GALLATIN WEALTH MANAGEMENT LLC
Principal
MAIHAR CAPITAL STRATEGIES LLC
CEO & President
HERITAGE WEALTH COUNSELORS LLC
Managing Partner
PRAIRIE CAPITAL
Partner
MERISTEM