The Investors

The Wealth Management Forum invites only the most Senior Investment Managers from North America’s largest Family offices. A thorough pre-invitation screening process is employed to make sure that the Investors are qualified to make asset allocation decisions.

A readiness to invest over the next 12 months and the authority to do so are critical criteria for admission.

Streamlining the Capital Raising Process

IFG has developed a unique formula for matching investment requirements from leading family offices with the services provided by highly specialized and requested wealth advisors.

Our level of research and qualification of each Investor and the corresponding matching with appropriate Advisors is unparalleled. Our method demands two dedicated research teams. Our Investor research teams spends approximately six months researching with the investors and defining very specific requirements. At the same time, our highly experienced Advisor research team analyses the market and determines the relevant Managers in each asset class. All Advisors have to be fully qualified to be accepted.

Our strategy allows us to minimize the possibility of poorly matched meetings at the Forum. The time invested prior means that your opportunities for raising capital are particularly enhanced.