Our members have a minimum of US$10 million in assets and are CEOs, mothers, founders, wives, philanthropists and entrepreneurs. Would you be willing to disclose an estimated range of your investable assets with us?
Just like financial advisors keep track of Assets Under Management (AUM), The Beam Network tallies what we call Assets Under Education (AUE) because of our commitment to creating positive change. We use the power of our community to advocate for inclusive and sustainable progress in the financial industry.
To support our advocacy work, we would be grateful if you are willing to disclose an accurate estimate of your assets with us. You can do this anonymously and this information is fully confidential.
You can also do this anonymously here and this information is fully confidential.
Alongside this application form, we may need a reference letter confirming that you have, or will have, US$10 million in investable assets. We may request a letter confirming that your assets/future assets meet the criteria, and will reach out for your advisor’s details. Do you consent?
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