RIA Roundtable & Summer Reception

In a crowded marketplace, the most forward-thinking advisors are offering more than just investment guidance—they’re embracing a holistic model that addresses every dimension of their clients’ lives, from cybersecurity and insurance to physical health and emotional well-being.

This conversation unpacked the growing demand for comprehensive, integrated service models—and how RIAs are rising to meet it, whether by building in-house capabilities or through strategic partnerships.

After the roundtable, RIA’s made their way to our summer reception featuring cocktails, canapés, and an opportunity to connect with other industry leaders. We also celebrated the release of Worth’s luxury travel and hospitality issue.