MASTERY OF THE ULTRA-HIGH-NET-WORTH MARKET
The world’s first community for executives across luxury, financial services, non-profit and higher education that cultivates powerful conversation and expert content to drive more effective growth and engagement.
/ UNIQUE ACCESS
The Symposium is a membership based platform for professionals who engage with the UHNW market.
Membership affords an opportunity to share insights and engage in powerful discussions with others across industry lines. Our exclusive conferences, ongoing content, forums and networking opportunities are designed to foster creativity and innovation that will benefit all.
/ BENEFITS OF MEMBERSHIP
A growing community of executives from every industry that target and serve the ultra-affluent demographic.
Your understanding, perspective, and expertise as you hear from world class counterparts in other industries.
Benefit from powerful strategic discussions with other leaders who understand the unique challenges of the UHNW market.
Apply shared knowledge, tactics, and experience to your own organization and goals.
/ THE DISCONNECT
Identifying, Accessing, and Engaging
Identifying, accessing, and engaging with ultra-high-net-worth individuals involves unique challenges.
Siloed approaches and industry specific perspectives cause innovation to be stifled.
Shared Knowledge & Tactics
Although they target the same audience executives from different industries rarely discuss best practices.
/ THE BRIDGE
Up until now, the opportunity for professionals who target the UHNW market to engage with one another across industry lines has been nonexistent.
Imagine the benefits of ongoing, powerful conversations with others outside of your industry who have expertise in engaging the UHNW community.
Shared Knowledge and tactics across industry lines can lead to much greater perspective and insights that will empower you and your organization.
The ultra-high-net-worth population has never been more sought after than it is today and so it’s never been more imperative that executives seeking to sell to or raise money from them are at the top of their game and continuing to find innovative approaches to penetrate such an elusive and competitive market.
/ 3 STEPS
BECOME A MEMBER
Become a member of The Symposium and make valuable connections with those outside your own industry.
Exchange strategic insights and perspective with those in other industries who are targeting the same individuals you are.
Increase your knowledge and mastery of UHNW growth and engagement and apply to your own organization.