Monthly meetings

Worthy Circles holds member meetings on a set day two times a month. There are three components to each meeting:

Free-form networking

Over coffee, members are able to socialize and connect casually, getting to know each other on an informal basis. Our goal is always to foster good professional relationships that have a solid personal foundation. We want you to like the people you work with!

Structured networking exercise

After casual networking, members take part in a fun and upbeat networking exercise that allows you to learn more about each member as an individual.

Thought leadership presentation

Each meeting includes a presentation by one of an alternating subgroup of firms. This presentation will cover a topic that addresses an aspect of the ultra-high net worth/family office market, such as trust and estate planning needs, economic commentaries, or philanthropic updates.

Comprehensive snapshot of firm’s strengths and needs

Due to the regularity of these sessions, Naz will gain a thorough understanding of your firm, your clients, your processes — and what you can contribute to, as well as what you hope to get out of, potential collaborations.

Assistance with marketing or
business development

For 20 years, Naz has worked in senior roles at various membership organizations, including Ballentine Partners and the Family Office Exchange. She can bring her depth of experience to assist in creating individual marketing plans or business development strategy.

Laser-focused professional matchmaking

Because Naz is conducting these check-ins with all members of the larger group, she is in a unique position to leverage her knowledge of member firms to facilitate greater connections and collaborations. Think of this strategy as “orchestrated serendipity,” increasing the chances of successful partnerships.