Exploring the Future of Wealth Management: Colbeck Capital to Attend the Opal Group Family Office & Private Wealth Legacy Summit

Colbeck Capital Management, a leading middle-market private credit firm focused on strategic lending, is pleased to share that Jared Talisman, Managing Director and Head of Originations, is attending the Opal Group Family Office & Private Wealth Legacy Summit. The event, to be held August 27-28 at the Parrish Art Museum in Water Mill, New York, will gather leaders from single and multi-family offices alongside investors to explore the trends shaping the future of the wealth management industry.

Programming will analyze the evolving dynamics of family wealth management with a focus on social impact investing, technological advancements, and sustainability. Attendees will engage in networking opportunities with industry leaders seeking insights into the shifting landscape of family wealth management, including the impact of the latest technology and AI. To learn more about the event, please click here.

About Colbeck Capital Management

Colbeck Capital Management (colbeck.com) is a leading, middle-market private credit manager focused on strategic lending. Colbeck lends to companies going through periods of transition, providing creative capital solutions and risk mitigation strategies. Leveraging its deep relationships, Colbeck sponsors its portfolio companies through consistent engagement with management teams in areas such as finance, capital markets and growth strategies, distinguishing itself from traditional lenders. Colbeck was founded in 2009 by Jason Colodne and Jason Beckman, and its principals have extensive experience investing through different market cycles at leading institutions, including Goldman Sachs and Morgan Stanley.

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