The ICWAE is an affinity group for founders and principals of wealth management firms whose chief objective is to build sustainable, successful businesses

• Form sustainable businesses/ create a firm legacy
• Promote growth
• Implement a succession plan
• Measure and grow enterprise value
• Cultivate leaders & understand characteristics of great leaders

ICWAE has met in Tuscany, Edinburgh, Las Vegas and Paris. Most recent meeting took place in Tuscany again.

 

Who We Are

The ICWAE is an affinity group for founders and principals of wealth management firms whose chief objective is to build sustainable, successful businesses