Opal's Finance Events
Untitled Document
   
Opal Financial Group's Family Office/Private Wealth Management Forum

Family Office & Private Wealth Management Forum
"THE RACE FOR RETURNS"
A Private Wealth Series Event

 
July 20-22, 2015
Hyatt Regency Newport, Newport, RI
 
Register Now for the Family Office & Private Wealth Management Forum
 
Family Office & Private Wealth Managment Forum Past agenda VIEW PAST CONFERENCE DETAILS
VIEW PAST AGENDA
  Conference Details:
 

As part of the Private Wealth Series, the Family Office/Private Wealth Management Forum is Opal's premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world.

With today's changing landscape in the wealth industry, family offices are becoming more and more prevalent. A family office or single family office (SFO) is a private company, separate from the family business that manages investments and trusts for a single family. The company's financial capital is the family's own wealth, often accumulated over many family generations. A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

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 three days 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. The event will be held in Newport, Rhode Island, where the history of private wealth spans many generations dating back the early settlement dates of America.

This event 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.

Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

UNIQUE CONFERENCE FORMAT
This family office conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app

 
  Who Should Attend:
 
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational wealth Planners
  • 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
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
 
  Testimonials From Past Event:
 
"Participants and attendees are high quality and the conference couldn't be in a better location."
  
- - Marc Bathgate, Vice President, Front Range Capital II, LLC
 
"I have been attending since this event started. I think the growth is awesome each year and the diversification keeps improving!""
  
- - Gregg Fortune, Managing Member, The Professional Advisor Group, LLC
 

I attended for the first time and am already reserving my hotel room for next year.

  
- - Robert Hut, Managing Director, Insurative Premium Finance (Jersey) Limited
 
"One of the best opportunities for Family Offices to come together in the background of yachting and the nostalgia of Newport Rhode Island"
  
- - Gordon Grant Curtis, Director, CI Investments
 
"I have been attending this event for a number of years now, and each year it has grown into what is now a premier, not to be missed venue for gaining insights into the challenges and opportunities facing family offices globally and domestically. The event is very well run and a valuable experience for investors and service providers alike."
  
- - Stephen Brackett, Trustee, Brackett Family Foundation and Director, Ironside
 
"This conference was a networking bonanza. There were professionals of from a variety of family offices at all stages of development. It was a perfect opportunity to meet professionals who are similarly situated and exchange ideas and best practices."
  
- - David Hopfenberg, President, Venture Tax Services, Inc.
 
"This was my first Opal Financial Group event. I had such a wonderful educational and networking experience and I look forward to attend more such events in the future. Location was so beautiful and the event was oranized very well!"
  

- - Ham Modi, US Director, Modi Family Office

 
  Past Industry Representation:
 
Chart I: Investors vs. Money Managers and Service Providers

Chart II: Institutional End Investors and Utility Companies
 
  Hotel Info:
 
TBD    
 
  Conference Registration Prices:
 
  Earlybird I Rate Earlybird II Rate
Standard Rate
Asset Managers & Service Providers $2,895 $3,195 $3,495
***Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Family Office & Private Wealth Management Forum
 
*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified.
  Sponsorship, Exhibition & Speaking Opportunities
Call:
+1 212-532-9898 x 0
Email: info@opalgroup.net
 
 
  Untitled Document
 
 
 
 
 
  Media Partners:
 
Milltrust
 
Opal's education and networking conferences, events and summits
  Upcoming Conferences   |   Past Conferences   |   Register   |   Sponsor Info   |   Policies
  Recommend a Speaker   |   Info Request   |   Sponsor Info Request  |  Become a Media Partner
Copyright 2011 Opal Financial Group Inc. All Rights Reserved. FAQ's   |   About Us   |   Privacy Statement   |   Mailing List   |   Contact Us  |   Employment