Time to actually get to know each other.
Relationships are built differently when you have time together. At The Roundtable, you spend two days alongside senior wealth firm leaders.
You hear what they are working through, where they are investing, what is changing inside their firms, and what they need from the companies that serve them.
You bring your own perspective to those conversations. And you have time to get to know the people behind the firms.
The best relationships in this business rarely start with a pitch. They start with a good conversation.
Building the Bridge Between Wealth and Solution Partners.
Four things this room makes possible.
Listen
Hear directly from senior wealth firm leaders about what is happening inside their businesses.
Understand
Learn what firms are prioritizing, where challenges remain, and where leaders see the business going next.
Contribute
Bring your experience and perspective to the conversation.
Build relationships
Spend meaningful time with wealth firm leaders in an environment designed for conversation rather than quick introductions.
No exhibit hall. No booth. No product demo.
Instead, you are part of the conversation.
Meals. Sessions. Informal conversations. Time together.
The opportunity is not simply to meet wealth firm leaders. It is to get to know them.
A terrific group is coming together.
Real firms. Real decisions.
Still forming as our partners confirm their sessions. This page will update as they do.
M&A Integration Done Right
A firm that grew through acquisition shares what it built in the first 90 days and the return that growth actually delivered.
Growing Without Losing the Client Experience
A firm that scaled assets and headcount fast and came out the other side with a service model clients still love.
The conversations only this room can have.
Breakout topics will be refined with the leaders joining us.
Custody and Clearing at Scale
What to actually demand from a custodian relationship as your firm grows.
The Integrated Tech Stack
Unifying planning, portfolio management, and reporting across a multi-custodian enterprise.
Portfolio Management and Risk Infrastructure
Building rebalancing, compliance, and reporting infrastructure that holds up as AUM scales.
The Client Experience as a Growth Engine
How CRM and client portal technology becomes a retention and referral tool, not just back-office software.
Leading AI With Confidence
What the C-suite needs to get right on vendor risk, data governance, and board-level AI decisions to lead rather than react.
The essentials.
The Ritz-Carlton Bacara, Santa Barbara
Santa Barbara, CA 93117
USA Open in Maps
Join us for Beacon's flagship gathering.
Let us know you're interested.
Join The Roundtable
A select group of partners. An intentionally small room. Real relationships.
We're always here to help you.