The ICWAE is an affinity and learning group for founders and principals of wealth management and other financial services firms seeking to provide sustainable associate and client value in our Age of Longevity through:

• Forming and operating sustainable businesses and creating a firm legacy
• Measuring and growing enterprise value
• Assisting clients in maximizing their opportunities for longer, healthier lives
• Cultivating leaders and understanding characteristics of great leaders

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