A Peer Group for Those Serving HNW and UHNW Individuals

Since 2014, after working with nearly 1,000 financial firms and advisory teams, one recurring challenge has remained constant:

Even the most successful advisors often operate in silos.

They’re limited by internal thinking, firm constraints, or a lack of access to truly strategic peers.

Conferences help — to a point.

But more often than not, they’re filled with fleeting ideas and photo ops, not sustained dialogue or actionable direction. Within days, you're back at your desk, facing complex client demands without a trusted peer network to strategize with.

The Select Executive Roundtable was designed to change that.

This is a weekly forum for professionals who advise and serve High-Net-Worth and Ultra-High-Net-Worth individuals — a space for elevated conversations, strategic collaboration, and peer-driven insight.

We meet every other Friday at 11 AM PT.

Join as your schedule permits — each 60-minute session delivers thoughtful dialogue, fresh perspective, and connection with other firm owners, partners, and senior professionals across wealth management, law, accounting, family offices, and adjacent industries.

Each session includes:

• Strategic goal setting

• Best practice exchange

• Live problem-solving

• Candid, growth-oriented discussion