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Opal Financial's  Family Office & Private Wealth Management Forum West

Family Office & Private Wealth Management Forum - West
"Harvesting the Returns"
A Private Wealth Series Event

October 27-29, 2014
Napa Valley Marriott Hotel & Spa, Napa, CA
 
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Family Office & Private Wealth Management Forum West - 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 West is Opal's premier West Coast conference in North America for high net worth individuals and family offices. This event will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy, venture capital, 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. 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. Held in Napa, CA, meet many of the generation's newly structured family offices from the technology arena of Silicon Valley and Northern California's wine country. Come and join us for three days of engaging discussions on the latest investment trends and soft issues with some of the newly formed family offices in North America as well as many well established and senior family offices, private investors, money managers, and private wealth service providers from the biggest hot bed of new private wealth in North America.

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.

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.
 
  Charitable Silent Auction:
 
Room to Read
Room to Read is a global organization seeking to transform the lives of millions of children in the developing world through a focus on literacy and gender equality in education. Founded on the belief that World Change Starts with Educated Children, Room to Read works in collaboration with local communities, partner organizations and governments to develop literacy skills and a habit of reading among primary school children and to ensure girls have the skills and support needed to complete their secondary education. Since 2000, Room to Read has impacted the lives of more than seven million children by providing increased access to high-quality educational opportunities through its network of libraries and schools, local language children's books and its girls' education program. Room to Read is changing children's lives in Bangladesh, Cambodia, India, Laos, Nepal, South Africa, Sri Lanka, Tanzania, Vietnam and Zambia and aims to reach 10 million children by 2015. Learn more at www.roomtoread.org.

Support Room to Read

 
  Testimonials From Past Event:
 
"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  
   
"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 
 
  Past Industry Representation:
 
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
 
  Hotel Info:
 
Napa Valley Marriott Hotel & Spa
3425 Solano Avenue
Napa, CA 94558
Tel: 707.253.8600
www.napavalleymarriott.com
 
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.
 
Online Hotel Reservation
  • 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.
 
  Conference Registration Prices:
 
  Earlybird Rate I
(Expires 5/30/14)
Earlybird Rate II
(Expires 8/15/14)
Standard Rate
Asset Managers & Service Providers $2,695 $2,895 $2,995
***Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount.
 
Register Now for the  Family Office & Private Wealth Management Forum West
 
*** 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:
212-532-9898 ext. 0
Email: info@opalgroup.net
 
 
  Executive Sponsor:
 
Kagin's
 
  General Sponsors:
 
Burleson Carmot Capital Catalyst Energy Inc. Kaplan Fox Fairway America Invision Housing Solutions
 
  Media Partners:
 
Eurekahedge Family Office Recruitment Institutional real estate Inc Luxurise Communications Preqin SATO Wealth Management
 
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