Upcoming Family Office Events

Events are detailed below in date order.

 

FAMILY OFFICE & PRIVATE WEALTH MANAGEMENT FORUM, JULY 24-26, 2017

Gurney's Newport Resort & Marina (formerly known as Hyatt Regency Newport)

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. In the course of three days, family offices, private investors, and investment managers navigate their way through the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July for fun, networking, and favorable prospects for preserving your family’s wealth.

 

PRIVATE INVESTOR MIDDLE EAST, SEPTEMBER 4-5, 2017, LONDON, UK

The Montcalm London Marble Arch

Adam Smith Conferences is launching a new international conference in our portfolio of events on wealth management and private banking – “Private Investor: Middle East” which will take place in London on 4th-5th September 2017.

The event will bring together high-profile private bankers, family offices, private investors, tax, legal and immigration consultants to discuss changes in the profile of private investors from the Middle East, the most promising geographical markets and investment sectors, succession planning and many other hot issues.

You can see our draft programme here >>

The Global Family Office Community’s partners and members can benefit from 15% discount by quoting 1124GFR upon online registration.

For any questions, please contact: Olga Voirin, Marketing Manager, Adam Smith Conferences:
Switchboard: +7 495 232 4060 ext 31009
O.Voirin@adamsmithconferences.com

 

INSTITUTIONAL INVESTOR'S 14th ANNUAL FAMILY OFFICE WEALTH CONFERENCE, SEPTEMBER 17-19, 2017

The Montage Resort & Spa, Laguna Beach, CA
 As the premier event in the wealth management industry-- Institutional Investor’s 14th Annual Family Office Wealth Conference will deliver an exciting agenda that you will not want to miss. Our theme this year is “Wealth In the New World Order: New Politics, New Opportunities and New Risks”. This year's Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they've employed to deal with them. 
 
This is the only event of its kind that allows family office directors, family members and HNW individuals to connect in an intimate environment with their peers. Last year, we continued the tradition and brought together Family Office Executives, Family Members and HNW individuals for this exclusive event to learn valuable concepts, share ideas, make new contacts and improve their working relationships.
 
This private, invitation-only meeting will examine issues in domestic public policy, geopolitics, philanthropy, intergenerational wealth transfer, personal security, investments and a complete range of topics affluent families must grapple with and deliberate as they pursue better results in the forthcoming year. Our program, as always, is created in conjunction with an Advisory Board of your peers from family offices as well as family members. Through panel discussions, break-out sessions and keynote addresses, our line-up of expert speakers and panelists will focus on helping you stay on top of the dramatically changing family office landscape.
 
For more information, please visit www.iifamilyoffice.com or contact Usha Bhate at ubhate@iiforums.com or 212-224-3429.

 

SINGLE FAMILY OFFICE RETREAT, SEPTEMBER 17-19, SOUTH OF FRANCE

Private summit organised by the Global Family Office Community. Further details only upon request.

 

WCA EXECUTIVE SUMMIT & FAMILY OFFICE FORUM, OCT 1-3, 2017

Four Seasons Marrakech

Join one of Africa's most dynamic and high impact Pan-African Executive Summits now in its 4th year (incl. the 2nd annual Africa Family Office Forum) with a unique track record of delivering tangible results for executives and investors. Engage with Africa's leading investors (from family offices, HNW angel investors, to innovative institutional capital), heads of family conglomerates, sector game-changers, executive decision-makers, and award-winning entrepreneurs for a truly unique discreet, and highly targeted private Peer-to-Peer forum.

For more information, please visit: www.wcaexecsummit.com

 

LATIN PRIVATE WEALTH MANAGEMENT SUMMIT, OCTOBER 9-10, 2017, CANCUN MEXICO

The Ritz Carlton, Cancun, Mexico

The Latin Private Wealth Management Summit is the premium forum that brings together solution providers with the most recognized single and multi-family offices in LATAM in a private luxurious venue, destined to explore topics and issues, create business and debate about solutions for the private wealth industry in the region. Along with the content, there will be formal networking opportunities between investors and money managers, thanks to our “one on one” model of pre-schedule business meetings. Between the presentations and meetings, attendees can network during the coffee breaks, meals and cocktail hours! Join Industry experts this October 9-10 at the exclusive Ritz Carlton in Cancun, Mexico!

For more information, please contact Deborah Sacal at alejandrad@marcusevansmx.com or call +52 55 4170 5555 ext. 2437 or visit the event website:  http://events.marcusevans-events.com/latin-private-wealth-management/

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