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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.

There may be many networking opportunities at the Family Office Winter Forum. 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: 03/10/2015 - 03/10/2015
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business
Estimated Attendance: 450
Cost to Attend: asset managers & service providers: $2,195 (early bird rate), $2,495 (standard rate); institutional end-investors: complimentary
Audience: family offices, foundations, consultants, attorneys, financial planners, accountants, tax planners, estate planners, philanthropy specialists, family business experts, asset protection specialists, trust companies, tax efficient portfolio managers, long-term care specialists, hedge funds, fund of funds, real estate managers, equity managers, venture capitalists, private equity, and insurance companies
Venue: New York Marriott Marquis
Venue Phone: (212) 398-1900
Venue Type: Indoor - Hotel
Official Conference Hotel:New York Marriott Marquis
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 Winter Forum

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