SEPTEMBER 29-30 | napa, CALIFORNIA

The RIA Summit is our premier invitation-only event, bringing together a select group of industry leaders to share insights and strategies for building and scaling successfully in the RIA and multi-family office space.

Held at OneHope Winery in Napa, this year’s summit is designed to be more immersive than years prior, combining high-impact discussions on emerging trends and technologies with more intimate peer exchange. The event begins with a welcome dinner on September 29, followed by sessions on September 30. This year, we’re also introducing a new, curated experience, giving attendees the opportunity to step away from the traditional summit format and connect in a more relaxed setting.

Building on last year’s conversations around AI, future-proofing your firm and M&A, we’ll continue to focus on what comes next for the industry, while creating space for meaningful engagement and lasting connections.
 
Kindly note that this event is by invitation only. This event does not accommodate for additional guests. Attendance is limited to those who receive an invitation and RSVP below. Thank you in advance and we can’t wait to share this experience with you.