As home to several of the highest-income states in the nation, the Mid-Atlantic region in 2017 is a robust corridor of wealth and prosperity where the mass affluent mix with historic old money.  The second decade of the millennium witnessed a migration of private banking and high-net-worth services to Maryland and Virginia, presaging a re-definition of private wealth industry-wide led not by Wall Street—but by the investor. 

With the seat of U.S. government (Washington, D.C.), the financial and media capital of the world (New York), not to mention a corporate haven (Delaware) ensconced in the region, our localized lineup is inextricably plugged in to the political, regulatory and economic vagaries impacting investment returns.  Our Private Wealth Mid-Atlantic Forum is a yearly, invitation-only, day-long investor education and professional networking event made available to a select 100 allocators of high-net-worth capital from Delaware. Maryland and Virginia.