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Event Overview:
As part of the Private Wealth Series, the Family Office Winter Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, numerous other asset classes and will also address many of the softer issues related to the family office such as tax and regulation, asset protection, philanthropy, structuring a family office, and many more.
With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. Today's new wave of generational wealth is developing at a rapid pace all over North America and in many areas of the world. We are starting to see a shift in market dominance and the direction many high net worth families are taking with their investments. With, a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.
Come and join us for a highly intense day of engaging discussions on the latest investment trends and soft issues with some of the most well established and senior Family offices, Private investors, money managers, and private wealth service providers from around the globe.
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| Event Name | City | State | Atendance | Exhibitors | Date |
|---|---|---|---|---|---|
| Family Office Winter Forum 2021 | - | - | Mar 23, 2021 | ||
| Family Office Planning & Structure Forum 2020 - Opal Group | - |  verified |
Jul 01, 2020 | ||
| Family Office Winter Forum 2020 | - | - | Mar 03, 2020 | ||
| Family Office Winter Forum 2019 | New York City | New York | - | - | Mar 06, 2019 |
| Family Office Winter Forum 2018 | New York City | New York |  estimated |
- | Mar 01, 2018 |
| Family Office Winter Forum | New York City | New York | - | - | Mar 10, 2015 |
| Family Office Winter Forum | New York City | New York | - | - | Mar 12, 2014 |
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