Private Wealth Southwest Forum 2026
A regional forum for private wealth professionals, with programming on investment markets, asset allocation and succession planning.
W Scottsdale
- Date
- December 10, 2026
- Venue
- W Scottsdale
- Location
- Scottsdale, AZ
TL;DR
- The 2026 forum begins December 10 at W Scottsdale in Scottsdale, Arizona.
- The event is invitation-only and closed-door.
- Its agenda includes investment topics, asset allocation, protection and succession planning.
Who you'll find in the room
RIAs
family offices
private banks
high net worth family wealth management community
regional private wealth community
Partners on record
2 listedSource: marketsgroup.org/strategic-insights/sponsor/metlife-investment-management
Venue & travel
Venue
W ScottsdaleQuestions people ask
5 answeredThe forum starts on December 10, 2026.
The 2026 forum takes place at W Scottsdale in Scottsdale, Arizona.
The organizer identifies RIAs, family offices and private banks as part of the audience, alongside the regional private wealth community.
Advisors outside the region or without an invitation, and asset managers wanting a broad buyer pool, would get less from it, though the sponsors, MetLife Investment Management and S&P Dow Jones Indices, signal an institutional-product slant.
Wealth management audiences usually wear business casual to business professional, with jackets and no tie common at regional forums. A Scottsdale resort hotel in December is mild, so dress is often a touch more relaxed than in a northern financial center.
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