Past Event
RIA Panel & Networking Reception
Beyond AUM: How Holistic Services Increase RIA Valuations
What was driving higher valuations in today’s RIA market? The answer surprised many. Firms that expanded beyond investment management to offer comprehensive wealth solutions attracted premium multiples and stronger buyer interest.
Worth hosted an exclusive event with Gladstone Group and Simon Quick Advisors, followed by networking over drinks and light bites. Attendees learned from industry leaders who successfully transformed their organizations into holistic wealth management firms.
Event Highlights:
Expert Panel Discussion: Leading firms shared insights on how expanding beyond traditional investment management has driven growth and enhanced valuations.
Market Insights: Attendees discovered how buyers value holistic wealth management and why the next generation demands comprehensive solutions, from tax strategy to family office services.
The Eight Pillars of Holistic Wealth Management: Participants explored the eight key services—from sophisticated estate planning to health and wellness—that define today’s most valuable firms.
Valuation Impact: Exclusive research was shared, detailing how comprehensive service offerings affect firm valuations.
Panelists
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