Event ContactsPaid membership required to see this information
Event WebsitePaid membership required to see this information
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.
|Conference/Event Dates:||10/27/2014 - 10/29/2014|
|Other Industries:||Banking-Money-Finance, Business, Investment Seminars|
|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:||http://www.marriott.com/hotels/travel/sfonp-napa-valley-marriott-hotel...|
|Show Manager:||Opal Events|
|Booth Size||Booth Cost||Available Amenities|
|Exhibiting is available.||Contact firstname.lastname@example.org for details.||Electricity:||Yes||- Unknown Price|
|Marketing Vehicles Allowed:||Call|
|Other Booth Sizes Available: n/a|
How do I show up here?
Add a note here, it is only visible by you.