About this Event
Northside Capital Management and Third Plateau invite you to an invitation-only roundtable conversation for advisors serving ultra-high-net-worth families.
Join a select group of your peers for an insightful discussion on engaging the next generation in family wealth, values, and philanthropy—while building meaningful connections in an informal networking setting. Through conversation and shared insights, we’ll explore:
- How families are inspiring the next generation to take an active role in philanthropy and wealth preservation
- Trends shaping the next generation’s approach to investing and giving
- Strategies to foster financial literacy, family legacies, and lasting impact
What to Expect: This will be a highly interactive, off-the-record exchange with peers who are all working closely with ultra-high-net-worth families. The program will begin at 4pm with opening perspectives from Northside Capital Management and philanthropic experts from Third Plateau. From there, the floor will open for a guided roundtable conversation, followed by an informal networking reception fron 5-6pm. The experience is designed to foster shared learning, candid dialogue, and actionable takeaways. You will leave with fresh insights, strategies, and connections to support your work with families.
Please RSVP by October 24.
Feel free to share this invitation with a colleague you think would enjoy the conversation.
About Third Plateau
Third Plateau is an impact consultancy known for its innovative work with a broad cross-section of families, philanthropists, organizations, and coalitions. Third Plateau provides full-service philanthropic management, from shaping a family’s vision to fully outsourced staffing and administration of family foundations. With over two decades of experience, we help families align giving with their passions and vision for the world, ensuring philanthropy is impactful, meaningful, and enduring.
About Northside Capital Management
Northside Capital Management is a premier independent private wealth investment advisor, providing customized investment solutions to ultra-high-net-worth individuals and families. Our team of sophisticated, forward-looking professionals brings deep capital markets expertise and an unwavering commitment to delivering personalized service, strategic insights, and enduring client relationships.
Event Venue & Nearby Stays
Flood Building, 870 Market Street, San Francisco, United States
USD 0.00
