Ron Diamond, Financial Poise™ Editorial Board Chair, Speaks at the Family Office & Private Wealth Management Forum West on October 26, 2018

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Financial Poise™ editorial board Chair Ron Diamond moderated the panel, “How Can Families Access the Best Direct Deal Flow via GP/Co-investments or Family Office Consortiums?,” at Opal Group’s Family Office and Private Wealth Management Forum West on October 26, 2018.

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Mr. Diamond spoke at the Family Office and Private Wealth Management Forum West on October 26, 2018.

Financial Poise™ is pleased to congratulate Ron Diamond, Chair of The Family Office Advisor, a Financial Poise™ editorial board and CEO of Diamond Wealth Strategies, on his speaking engagement at Opal Group’s Family Office and Private Wealth Management Forum West on October 26, 2018.

Mr. Diamond, the moderator of the panel “How Can Families Access the Best Direct Deal Flow via GP/Co-investments or Family Office Consortiums?,” is also the CEO of Diamond Wealth Strategies. His clients include 100 Family Offices ranging in size from $250 million to $20 billion.

Mr. Diamond noted that his panel had a, "fascinating discussion about how the most sophisticated Family Offices in the country are sourcing deals and gaining access to direct investments.

The Family Office and Private Wealth Management Forum West brought together top tier private wealth professionals and families to discuss a diverse blend of topics such as impact investing, alternatives, and the trustee beneficiary relationship. The Forum took place October 24-October 26, 2018, in Napa, California.

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Cristina Nolan
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