Family Office Conferences & Events

The 14th Asia-Pacific Family Office & Investment Forum

Organiser: Campden Wealth

Location: Hong Kong, China

Event Type: Offline (In-person)

The 14th Asia-Pacific Family Office & Investment Forum 2024, Embracing the Future – Transition with Culture, Structure and Resource is an exclusive business meeting, promoting high level of conversations between Asia-Pacific based business families, single family office, principals and their top trusted executives from across Asia-Pacific and beyond

Family Office & Private Wealth Management Forum 2024

Organiser: Opal Group

Location: Newport, United States

Event Type: Offline (In-person)

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with our Morning Harbor Excursion, where you’ll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July– the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth

Family Office Summit

Organiser: VC Circle

Location: Taj Lands End, Mumbai

Event Type: Offline (In-person)

Family offices as a concept has moved from just treasury operations as a side-activity for corporate and business houses to a more mature discipline. Although it still has a long way to go before matching up and syncing with global best practices, it has surely come up as a more nuanced source of capital for domestic businesses and asset classes.

Family Office Wealth Forum

Organiser: 1640 Society

Location: Hamptons, United States

Event Type: Offline (In-person)

The Forum brings together prominent families & philanthropists who summer in the Hamptons, the greater New York community, as well as international families from Mid East, Europe and Asia who seek a private and exclusive venue to network, exchange new information & ideas and hear from leaders in the field. Speakers are predominately SFO’s from across the United States and the globe including first generation wealth thru fifth generation wealth

21st Annual West Coast Family Office Wealth Conference

Organiser: Institutional Investor

Location: California, United States

Event Type: Offline (In-person)

The 21st Annual Family Office Wealth Conference will be bringing together single-family office executives, family members and expert fund managers to discuss the new, old, and unanswered questions and challenges facing the sector and how you can take full advantage of 2024 and beyond. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those critical issues facing family members and executives. Topics under discussion include the current macro landscape, private market opportunities, family dynamics and governance, climate change and sustainability, biotech, and healthcare, among others.

Family Office & Private Wealth Legacy Summit 2024

Organiser: Opal Group

Location: New York, United States

Event Type: Offline (In-person)

The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. \”Family Office Private Wealth Legacy\” is an exclusive gathering at the Parrish Museum in Southampton, designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside ultra-high-net-worth investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability

Family Office Forum Wiesbaden

Organiser: Prestel & Partner

Location: Wiesbaden, Germany

Event Type: Offline (In-person)

The Family Office Forum Wiesbaden is the annual event for German-speaking family offices.

The North American Family Investment & Alternatives Forum

Organiser: Campden Wealth

Location: Colorado, United States

Event Type: Offline (In-person)

While the public equity markets continue to operate on shaky ground, family offices are seeking alpha through areas like alternatives. In fact, alongside public equities, direct real estate and other alternatives are the largest allocations within single family office portfolios (Campden Wealth’s North America Family Office Report). The Campden Wealth Family Investment & Alternatives Forum provides a platform for private investors, principals, and CIOs to learn from industry experts and UHNW peers, plus share their own ideas, across keynotes, panels, and group discussions. Attendees can expect to walk away with tangible investment insights and strategies to inform your investment thesis and allocations.

21st Annual West Coast Family Office Wealth Conference

Organiser: Institutional Investor

Location: California, United States

Event Type: Offline (In-person)

The 21st Annual Family Office Wealth Conference will be bringing together single-family office executives, family members and expert fund managers to discuss the new, old, and unanswered questions and challenges facing the sector and how you can take full advantage of 2024 and beyond. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of critical issues facing family members and executives. Topics under discussion include the current macro landscape, private market opportunities, family dynamics and governance, climate change and sustainability, biotech, and healthcare, among others

Global-Asia Family Office Summit 2024

Organiser: Global-Asia

Location:

Event Type: Offline (In-person)

The Global-Asia Family Office Summit is a trusted platform that brought together leading family offices, advisors, and thought leaders from Asia, the US, Europe, and around the world to convene, learn from each other, and address topics including investing, family office leadership, and social impact.

TABOR Family Office Conference

Organiser: TABOR

Location: Arizona, United States

Event Type: Offline (In-person)

Europe Family Office Investment Summit

Organiser: Europe Family Office Investment Summit

Location: Rome, Italy

Event Type: Offline (In-person)

The next edition of the Europe Family Office Investment Summit will once again bring together family offices from the region to discuss the matters of the day as well as timeless topics affecting their business.

21st Annual Family Office Wealth Conference

Organiser: Institutional Investor Forums

Location: California, United States

Event Type: Offline (In-person)

The 21st Annual Family Office Wealth Conference will be bringing together single-family office executives, family members and expert fund managers to discuss the new, old, and unanswered questions and challenges facing the sector and how you can take full advantage of 2024 and beyond. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those critical issues facing family members and executives. Topics under discussion include the current macro landscape, private market opportunities, family dynamics and governance, climate change and sustainability, biotech, and healthcare, among others.

Family Office International Forum, Zurich

Organiser: Family Business Network

Location: Zurich, Switzerland

Event Type: Offline (In-person)

This event is open to members only. Find more information and register through our members’ platform, FBN Connect.

FOA Family Office Fall Summit

Organiser: Family Office Association

Location: Missouri, United States

Event Type: Offline (In-person)

The Family Office Association is an affinity group dedicated primarily to the interests of single-family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale, or distribution of any securities nor does it provide any investment advice. Further, the Family Office Association does not provide tax, legal or financial advice.

The Single Family Office Summit

Organiser: Family Office Club

Location: New York, United States

Event Type: Offline (In-person)

Our Single Family Office Summit will feature 400+ investors, 125+ speakers on stage, 10 networking sessions, 1,000+ attendees, and will be the #1 single family office focused event globally in 2024.

Family Office Forum New York

Organiser: Prestel & Partner

Location: New York, United States

Event Type: Offline (In-person)

After last years’ fantastic event, we are delighted to invite you to register* for our next US Forum taking place on Oct 8th – 9th 2024 in New York City at the prestigious Harvard Club.

Family Office Forum, New York 2024 Conference

Organiser: Family Office Forum, New York 2024 Conference

Location: New York City, United States

Event Type: Offline (In-person)

The Family Office Forum, New York 2024 Conference will see 100+ Family Offices and UHNWIs meet at the Harvard Club. Expect:

-Family Governance, operations or how to do use your wealth for positive impact.

-CIO roundtables covering various investor topics (trends and “how to”).

-Round the clock networking all day, in addition to all networking breaks, lunches and the cocktail reception.

APAC Family Office Investment Summit - 2024

Organiser: Connect Group

Location: Ritz Carlton, Hong Kong

Event Type: Offline (In-person)

Now in its fifth edition, the APAC Family Office Investment Summit will once again bring together delegates from across the Asia-Pacific region for high-level, peer-to-peer networking, discussion and thought-leadership facilitated through carefully formulated panel discussions, roundtable presentations and interviews.

Ninth Family Wealth Report Family Office Fintech Summit 2024

Organiser: Clearview Publishing

Location: United States, New York

Event Type: Offline (In-person)

The Ninth Family Office Fintech Summit 2024, Family Wealth Report’s flagship conference, is the industry forum to discuss best practice and see real-life examples of how to adopt and invest in technology by multi and single-family offices. This summit will be a full-day event and will take place on October 10, 2024.

APAC Family Office Investment Summit - 2024

Organiser: APAC Family Office

Location: Ritz Carlton, Hong Kong

Event Type: Offline (In-person)

Now in its sixth edition, the APAC Family Office Investment Summit is a firm fixture in the calendar of the most prominent and influential families in the region – as well as those who want to do business with them

Family Office Forum, Cayman Island 2024

Organiser: Prestel and Parter

Location: Cayman Islands

Event Type: Offline (In-person)

The Cayman Islands 2024 edition of our Family Office Forum brings together around 40 billionaires, principals, family members, private Single Family Office decision makers* and only about four expert partners sharing their relevant and deep insights:\n\nNo sales, product presentations or pitches – topics covered are\n\nOrganising your Wealth – what options, how best?\nInvesting your Wealth – an exchange of views\nFamily Governance – ensuring family harmony

CAASA Family Office Summit

Organiser: Canadian Association of Alternative Strategies and Assets (CAASA)

Location: Toronto, Canada

Event Type: Offline (In-person)

Join us for the annual Family Office Summit, where we bring together traditional and multi-family offices, investment dealers, and global investment management houses. This 1-day program in Toronto will feature case studies, breakout sessions, and discussions on key issues impacting family offices.

Family Office Investment Forum - Sydney

Organiser: Global Investment Institute

Location: Sydney, Australia

Event Type: Offline (In-person)

The Family Office Investment Forum brings together members of families, senior investment team representatives and advisers responsible for managing capital of Australian and New Zealand single-family offices (SFOs) and multi-family offices (MFOs). It provides an opportunity for delegates to benchmark their portfolios against their peer group in a collegiate setting, to compare and contrast their approaches through discussion and an interactive format, and to hear from global investment experts on approaches to optimising portfolio construction, decision making frameworks and accessing unique, global investment opportunities.

Family Office & Private Wealth Management Forum West 2024

Organiser: Opal Group

Location: California, United States

Event Type: Offline (In-person)

Come and join Opal Financial Group’s Annual Family Office & Private Wealth Management Forum – West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

Footprints Autumn Family Office/UHN/Investor Fall Event 2024

Organiser: Footprints Family Office Club

Location: London, United Kingdom

Event Type: Offline (In-person)

Welcome to the Footprints Autumn Family Office/UHN/Investor Fall Event 2024! Join us for an exciting in-person gathering at the Washington Hotel. This event is a fantastic opportunity for families, high-net-worth individuals, and investors to come together and explore the latest trends in the financial world.

Family Office Investment Forum - Melbourne

Organiser: Global Investment Institute

Location: Melbourne, Australia

Event Type: Offline (In-person)

The Family Office Investment Forum brings together members of families, senior investment team representatives and advisers responsible for managing capital of Australian and New Zealand single-family offices (SFOs) and multi-family offices (MFOs). It provides an opportunity for delegates to benchmark their portfolios against their peer group in a collegiate setting, to compare and contrast their approaches through discussion and an interactive format, and to hear from global investment experts on approaches to optimising portfolio construction, decision making frameworks and accessing unique, global investment opportunities.

Impact Summit America

Organiser: Phenix Capital

Location: New York, United States

Event Type: Offline (In-person)

Impact Summit America is a highly curated institutional investor conference designed to bring together thought leaders and practitioners in impact investing with the objective to catalyse private institutional capital in support of the United Nations Sustainable Development Goals. The Summit offers investors the practical instruments to increase their impact mandate, contributing to scale their positive impact on people and the planet. It also provides the necessary content and tools to start investing with impact.

Family Office & Private Wealth Management Forum West

Organiser: Opal Group

Location: California, United States

Event Type: Offline (In-person)

The Family Office & Private Wealth Management Forum West 2024 is dedicated to investment strategies such as private equity, venture capital, and technology.

The 2024 Family Office Summit

Organiser: Caproasia

Location: Conrad, Singapore

Event Type: Offline (In-person)

Hear from family office experts and build new connections with single family offices, family office professionals, investment managers & service providers.  Join as delegate, speaker or sponsor.  Limited single family office passes are available.

Rising Gen at the 2024 FOX Family Forum

Organiser: Family Office Exchange

Location: Atlanta, Georgia

Event Type: Offline (In-person)

Exclusively for our Rising Gen members, join us for Rising Gen at the Family Forum and connect peers facing similar challenges in their family. You will come away with ideas, tools, and frameworks to ensure a positive and dynamic enterprise for the future, and your place in it. You can choose to stay on to attend the whole Family Forum for additional learning and connection, or to just attend the Rising Gen programming. We hope to see you in Atlanta!

2024 FOX Family Forum

Organiser: Family Office Exchange

Location: Atlanta, Georgia

Event Type: Offline (In-person)

At the 2024 FOX Family Forum, family members, office executives, and their trusted advisors will learn about building and strengthening a lasting family enterprise and discover the importance of family learning, investing in individual strengths, and creating meaningful and memorable experiences for their families.

THE 9TH ANNUAL REAL ESTATE FAMILY OFFICE AND PRIVATE WEALTH MANAGEMENT FORUM (EAST)

Organiser: Information Management Network

Location: Florida, United States

Event Type: Offline (In-person)

This forum offers a comprehensive deep dive into family office real estate investments, designed to meet all of your educational and networking needs. Engage with top-tier professionals, share knowledge, and discover innovative strategies to optimize your family office and private wealth management practices.

LATIN AMERICAN Family Office Forum

Organiser: Cambridge Forums

Location: Florida, United States

Event Type: Offline (In-person)

The Forum is a private gathering of up to 40 family office executives, and a handful of trusted non-investment advisors from across Latin America to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.

London Family Office & High Net Worth Annual Conference

Organiser: DC Finance

Location: London, United Kingdom

Event Type: Offline (In-person)

DC Finance’s Eighth Annual London Family Office & High Net Worth Conference will be held in November, bringing together high net worth individuals and families from all across the UK and Europe.\n\nThe Conference will showcase select investment opportunities, bringing much needed overviews from the world’s experts on the future of various sectors while covering our usual topics such as next generation, technology, real estate and others.\n\nDC Finance provides its guests with a unique family conference experience with first tier content by notable speakers in an intimate environment that allows for great networking opportunities. We believe our participants will meet many family members and speakers for the first time.\n\nThis conference, a closed meeting of high net worth individuals and family offices, will cover a variety of topics such as understanding the latest innovative technologies and looking at diverse investment trends.\n\nJoin engaging and lively panel discussions on various topics – women in business, next generation, impact investing, art, film and real estate.

Family Office Forum, Zurich 2024 Conference

Organiser: Prestel & Partner

Location: Zurich, Switzerland

Event Type: Offline (In-person)

The Zurich 2024 Edition of our Family Office Forum Collection will yet again gather Swiss-based and international 100+ Family Offices and UHNWIs; a truly global gathering held in English.

The 19th North American Family Office Forum

Organiser: Campden Wealth

Location: Florida, United States

Event Type: Offline (In-person)

Campden Wealth’s 19th Annual Family Office flagship forum focuses on all aspects of the family office, including family office governance, succession planning, investment structuring, tax, regulation and more. We explore the key strategies and best practices for effectively managing family offices, ensuring smooth transitions, and fostering sustainable growth. We delve into family office operations, governance structures, and effective NextGen transfer of leadership and wealth.

USA Family Office Conference

Organiser: Global Family Office Community

Location: California, United States

Event Type: Offline (In-person)

Join over 100 members of our community for a full-day meeting to share ideas and knowledge, and to meet with peers. At this Conference, we bring together our global community of family offices, including from across the USA.

Tenth Family Wealth Report Family Office Investment Summit 2024

Organiser: Clearview Financial Media

Location: New York City, United States

Event Type: Offline (In-person)

Laura McDowell, Director of Family Office for Schwab Asset Management will be joined by Schwab’s Washington insider, Scott Eckel, Managing Director of Legislative and Regulatory Affairs at Charles Schwab, for an entertaining and informative discussion on the intersection between policy, politics, the economy and the markets. Scott will provide his perspective on a polarized Washington and the outcome of the highly-anticipated 2024 election. He’ll discuss the latest developments on Capitol Hill, the looming fight over tax reform, Fed policy, and key regulatory proposals that will directly impact the investment landscape. Scott’s ability to cut through the noise and nonsense of Washington helps investors and advisers understand which issues really impact the markets – and investment portfolios.

Abu Dhabi Family Office Summit

Organiser: ADFO Summit

Location: Saadiyat Rotana Resort and Villas, Abu Dhabi

Event Type: Offline (In-person)

The Abu Dhabi Family Office Summit was established with a clear mission: to bring together global industries, countries, and high-profile individuals from the investment, finance, social, and business sectors through an innovative approach.

The 11th Annual Family Office Super Summit

Organiser: Family Office Club

Location: Florida, United States

Event Type: Offline (In-person)

Join us for our 11th annual Super Summit with 125+ speakers on stage, 10 networking sessions, 1,000+ attendees, and more ultra-wealthy family offices and private investors on stage than any other event in the industry. This is the #1 event in the world for the ultra-wealthy family office space, with more family offices & ultra-wealthy families on stage than any other event held this year.