When it comes to the high and ultra high net worth markets, referrals are too important to get wrong or leave to chance. While most organizations recognize referrals are the most efficient path to growth very few have an organized and proactive process to foster referrals on an ongoing basis. WealthQuotient is the worlds only platform that combines coaching and relational mapping to help sales and fundraising teams keep opportunities from falling through the cracks and ultimately empowers them to access more wealthy prospects in less time. Having worked with the worlds most recognized brands across financial services, luxury, non-profit and higher education WealthQuotient has an unrivaled experience and track record for success.

The Symposium is a membership based community for executives from across the worlds of luxury, financial services, non-profit and higher education that cultivates conversation and content for mastering UHNW growth and engagement.

Wealth-X is the leading global provider of intelligence on Ultra High Net Worth individuals ($30million net worth/$5million liquid assets and up). Spun out of Forbes, Wealth-X provides the most accurate, actionable, comprehensive and timely information on Ultra High Net Worth Individuals for the wealth management, private banking, multi-family office, luxury brand, academic and non profit industries.

Endurance Advisory Group is a full service wealth management firm that specializes in working working with the HNW, UNNW and Professional Athletes. We understand their lifestyles, the unique needs associated and have a broad range of services to help meet those needs. We handle everything from financial planning and investment management, to in season and out of season budgeting, paying bills, underwriting business deals and generally serving as a buffer of protection from those that would try to take advantage. Our goal is to help our clients achieve enduring wealth but understanding their wealth is a means to a greater end, that being an enduring influence.