We are thrilled to invite you to A Collaborative Conversation Featuring Ron Diamond, where we dive deep into the evolving world of Family Offices with one of the industry's most respected voices. This year, we want to make the conversation even more engaging by opening the floor to you—our audience. We encourage all attendees to submit questions in advance to support@familyofficelist.org to shape the direction of the discussion and ensure we address everyone’s burning questions.
Ron Diamond, founder of Diamond Wealth Strategies and a thought leader in the Family Office space, will share his insights on everything from the increasing wealth transfer to strategic advice for working with Family Offices. We will explore key topics such as the rise in assets under management (AUM) in Single Family Offices, advice for those looking to serve family offices, and which industry events really matter to family office members. We look forward to a lively, interactive, and insightful discussion as Ron provides his expert perspective on the future of Family Offices, wealth transfer, and the growing opportunities in this space.
Don't miss this chance to contribute your own questions and be part of shaping the conversation. We look forward to hearing from you and making this MasterClass as collaborative as possible!
February 20th, 2025
ZOOM