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The Family Office/Private Wealth Management Forum West is Opal's premier West Coast conference in North America for high net worth individuals and family offices. This event will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, venture capital, 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. Held in Napa, CA, meet many of the generation's newly structured family offices from the technology arena of Silicon Valley and Northern California's wine country. Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the newly formed family offices in North America as well as many well established and senior family offices, private investors, money managers, and private wealth service providers from the biggest hot bed of new private wealth in North America.

If the Family Office & Private Wealth Forum - West is important to your business, act now and make the appropriate connections. See the contact information below.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 10/27/2014 - 10/29/2014
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business, Investment Seminars
Estimated Attendance: 350
Audience: Family office, endowments, foundations, consultants, attorneys, private equity, venture capitalists, tax planners, accountants, estate planners, financial planners, philanthropy specialists trust companies, family business experts, asset protection specialists, fund of funds, real estate managers, insurance companies, luxury companies, hedge funds, tax efficient portfolio managers, and long-term care specialists
Venue: Napa Valley Marriott Hotel & Spa
Venue Phone: (707) 253-8600
Venue Type: Indoor - Hotel
Official Conference Hotel:Napa Valley Marriott Hotel & Spa
Conference Hotel URL:
Show Manager:Opal Events
Sponsorship: Yes

Booth Size Booth Cost   Available Amenities
Exhibiting is available. Contact for details.   Electricity: Yes - Unknown Price
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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Family Office & Private Wealth Forum - West

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