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Family Office & Private Wealth Management Forum - West
"Harvesting the Returns"
A Private Wealth Series Event |
| October 23-25, 2013 |
| Napa Valley Marriott Hotel & Spa, Napa, CA |
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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. |
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- 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
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- 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.
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Testimonials From Past Event: |
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| "The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful." |
| -- James S. Rosebush, Founder and CEO, The Wealth & Family Management Group |
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"Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships." |
| -- Managing Member, GrayMatter Strategies, LLC |
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Past Industry Representation: |
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Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers
Chart II: Institutional Investors/Consultants
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Napa Valley Marriott Hotel & Spa
3425 Solano Avenue
Napa, CA 94558
Tel: (707) 253-8600 |
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| We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins. |
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- Rooms are available only to those participants who are registered conference attendees.
- Rooms will not be guaranteed without a credit card.
- Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
- The name on the form will be the name of the guest room.
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Conference Registration Prices: |
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Earlybird Rate I
(Expires 8/2/13)
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Earlybird Rate II
(Expires 9/6/13)
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Standard Rate |
| Asset Managers & Service Providers |
$2,495 |
$2,695 |
$2,995 |
***Institutional End-Investors
(subject to qualification) |
Complimentary |
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| Registration price reflects $100 online discount. |
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*** 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. |
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Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 ext. 0
Email: info@opalgroup.net
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