Family Office Roundtable Discussion

​Join us for a curated, intimate breakfast in Greenwich, CT for a discussion about a range of topics. From allocations to international opportunities to legacy planning. This invite-only gathering offers a chance to engage with top minds in the space to exchange insightful perspectives and develop valuable relationships. The breakfast is complimentary and generously sponsored by our friends at Amadeo Global and Stifel Bank and done in partnership with Circulus and Joe Reilly.

​This is part of our monthly series, which we started in January. These events are completely private and not shared across social media.