Who This is For:

This gathering is designed for ultra high net worth individuals and families, including business owners and multi-generational families, typically with $5 million to $100+ million in investable assets.

Who This Is Not For:

This is not a public conference, sales seminar, or mass-attendance event.

Important Disclosures
This Private Wealth Summit is presented by James E. Roberts, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.  
This event is for educational and informational purposes only and is not intended to provide individualized investment, tax, legal, or accounting advice. Attendance at this event does not create an investment advisory, fiduciary, or client relationship with James E. Roberts. Any lodging or hospitality provided is for educational purposes only and is not conditioned upon becoming a client or making any investment.  Participants should consult their own financial, tax, and legal advisors regarding their specific circumstances before implementing any strategy discussed.  Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Any examples, case studies, or illustrations discussed are for informational purposes only and do not represent the performance of any actual client account.  Topics discussed may include general financial planning concepts, estate planning strategies, tax planning considerations, business exit and succession planning, alternative investments, and private placement investments. Nothing presented at this event constitutes an offer to sell or a solicitation of an offer to buy any security. Any investment opportunity referenced will be made available, if at all, only through appropriate offering documents and in compliance with applicable federal and state securities laws.  Alternative investments and private placements involve significant risks and may not be suitable for all investors. Such investments may be illiquid, involve long-term commitments or capital calls, use leverage, carry higher fees, involve complex tax considerations, and may result in the loss of all or a substantial portion of the invested capital. Eligibility to invest in any private investment is subject to applicable investor qualification requirements and independent verification, which does not occur at this event.   James E. Roberts may have business relationships with, or receive compensation from, third parties discussed at the event, including alternative investment managers or service providers, which may create conflicts of interest. Additional information regarding conflicts of interest, services, and fees is available in the firm’s Form ADV Part 2A and Part 2B, which are available upon request or at www.adviserinfo.sec.gov.  Any hospitality, meals, lodging, or entertainment provided in connection with this event are offered for educational purposes only and are not conditioned upon becoming a client of [Adviser Legal Name] or making any investment.  Third-party speakers may participate in this event. Such speakers are not supervised persons of [Adviser Legal Name], and the views expressed by them are their own and do not necessarily reflect the views of the adviser.