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Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Areté Wealth Strategists

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals.

Formed in 2020, the Global Financial Planning Institute (“GFPI”) provides education, community, tools/resources and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with both international and cross-border clients in the US and Americans living & working abroad.

Who will attend?

Attendees will consists of financial professionals who work with clients whose financial lives cross borders.

The GFPI community consists of over 300 members from more than 200 wealth and investment management firms with thousands of affluent and HNW clients. Responses from our most recent member demographic survey suggests that AUM ranges are $3M to $15B per firm and $3M to $286M per advisor.

What are the topics?

Presentation topics include:

• International tax
• Investing in different countries
• International estate planning
• Cross-cultural considerations
• Golden visa immigration planning

GFPI will host its second annual conference from 13 – 15 January 2024 in Miami, Florida.  We will be allowing a limited number of preferred product and service providers to join the conference as sponsors.

Sponsorship levels and benefits are described below: