Partner Summit

Attendance at our Alliance Partner Summit is by qualification only, which makes this gathering our most exclusive and highly sought-after event.  It is limited to our Family Wealth Member firms, and our Alliance Partner firms (the latter of which Co-Host it).  The last several years it has been held at the Marriott Singer Island Resort & Spa in Palm Beach in early February, but this year it will be held at The Houstonian Hotel in Houston, TX.  This highest level of about 50 executives affords them the opportunity for a deeper dive into the most substantive issues in the landscape today.  Our invited attendees actually have the say-so of what we’ll discuss, as we rank order their responses and feedback ahead of time.  Participating in the event can help establish deep, trusting relationships that lead to strategic alliances as well as lasting friendships. The gathering offers opportunities for attendees to connect to other key influencers in the industry and explore solutions to their own business challenges.


2017 Alliance Partner Summit

The Houstonian Hotel, Club & Spa
Houston, TX
February 7, 2017 - February 9, 2017

2017 Partner Summit Onsite Agenda


The Past Three Years of Alliance Partner Summit Agendas: 

         February 2016 - Marriott Singer Island Beach Resort & Spa - Palm Beach, FL

February 2015 - Marriott Singer Island Beach Resort & Spa - Palm Beach, FL

February 2014 - Marriott Singer Island Beach Resort & Spa - Palm Beach, FL