We invite you to a two-day high-impact workshop to share best practices and solve pressing challenges as a mid-sized firm. This focused conference offers a unique opportunity for partners and decision makers to collaborate and foster meaningful peer exchange on key practice management topics: growth and scale, tech stack optimization, succession planning, tax planning and business development. We have scheduled the workshop leading into year-end to allow thoughtful reflection and forward-thinking, providing the ideal environment for shaping our firms’ future success.

Based in Austin, TX, Optas Capital is a mid-sized independent registered investment adviser addressing the specialized and complex needs of first-generation wealth. We offer services to support the unique personal and professional needs of ultra-high-net-worth individuals and families, including family office, financial planning and asset management, small business and charitable giving.

To learn more about Advisor Xchange and Optas Capital, contact ______________.