Financial Poise Faculty Member Ron Diamond Speaks About Direct Investments and Off-Market Deal Flow at the Family Chateaux Annual Summit in CA, on September 12th, 2017.

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Ron Diamond, Chairman & Chief Executive Officer, Diamond Wealth Strategies

My panel membership gave me the opportunity to share my insight into evaluating and accessing investments that provide specific advantages to the family office.


Financial Poise congratulates its Faculty Member, Ron Diamond, Chairman & Chief Executive Officer of Diamond Wealth Strategies, for his panel membership on “How to ASSESS Direct Investments and ACCESS Off-Market Deal Flow,” a presentation featured at the Family Chateaux Annual Summit.

The Summit took place at The Sherwood Country Club and the Four Seasons Westlake Village in California on September 12-13, 2017. The two day event combined networking and panel discussions with industry leading family office Principals and Advisors. Mr. Diamond noted that his panel membership at the Summit allowed him the opportunity to share his “insight into evaluating and accessing investments that provide specific advantages to the family office.”

Diamond Wealth Strategies is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra high net worth individuals, and business owners. Diamond represents 85 family offices ranging in size from $250 million to $15 billion. For more on Diamond Wealth Strategies, please visit their website.

Financial Poise™ has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners and executives. All of our content is created by proven experts in their respective fields, who are invited to our Faculty only after we vet their credentials. Our editorial staff then works with them to make sure that what they produce is easily understandable and digestible.

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Sarah Thompson

Sarah Thompson

Sarah is a financial reporter, focusing on technology, national security, and policing. Before joining Daily Telescope she worked as a staff writer at Fast Company and spent two years as a foreign correspondent in Turkey. Her work has been published in Al Jazeera America, The Nation, Vice News, Motherboard, and many other outlets.
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