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As part of the Private Wealth Series, Opal Financial Group's annual Family Office/Private Wealth Management Forum West is set to explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy and numerous other asset types. Other topics being covered will include tax and regulatory issues, asset protection and fiduciary responsibilities of consultants/family offices/family members.

Opal will end the event with a wine tour through the heart of beautiful wine country in which attendees will have the opportunity to sample wines from some of the vineyards in Napa Valley while networking with their peers. Attendance for the conference is encouraged for family offices, multi-family offices, high net worth individuals and consultants (in an advisory role, with no fund raising intentions). Others who should attend include representatives of asset management firms, insurance companies, broker-dealers, law firms and service providers.

There may be many networking opportunities at the Family Office & Private Wealth Management Forum - West. Find out more in the event details 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: 10/23/2013 - 10/25/2013
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business
Estimated Attendance: 350
Audience: Investors, consultants, money managers, service providers, institutional investors, single family offices, multifamily offices, endowments and foundations
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 Management Forum - West

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