Upcoming Events

Tax-Advantaged Solutions for Diversifying Concentrated Stock Positions

Tax-Advantaged Solutions for Diversifying Concentrated Stock Positions Join us as our panel shares their real-world insights on what's working today and emerging opportunities that could reshape how we approach concentrated wealth. Register here

Networking Social

On Thursday, February 12th at Riko's Pizza in Darien we are excited to be hosting a Networking Social.   We encourage you to come and mingle with fellow professionals and take advantage of the networking opportunities available. This event is open to members & non members. Read more & Register

2026 Forecast Dinner - Save the Date

We are delighted to announce that our 24th Forecast Dinner is scheduled for 19 March 2026.  This year's event will feature Jeff McMillan, Head of Firmwide Artificial Intelligence at Morgan Stanley, as the Keynote Speaker. Registration will be opening soon.