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Family Office Winter Forum
A Private Wealth Series Event |
| March 2014 |
| New York, NY |
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As part of the Private Wealth Series, Opal's Family Office Winter Forum is designed to cover the ever-changing trust, tax, estate planning, family governance and investment issues timely and relevant to family offices and those who support their day to day operations. Experts and industry professionals from across the globe will travel to New York to speak on the important issues facing family offices and high-net worth individuals. Topics will include:
- Government Regulation and Taxation for 2013 and Beyond
- Tax Efficient Portfolio Construction
- New Investment Styles for Family Offices
- Best Practices in Family Philanthropy
- Family Office Reporting
- Asset Protection Strategies
- Challenges of the trustee/beneficiary relationship
- Creating a Family Constitution
- Special Needs and Long-Term Care Planning
and many more! |
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. |
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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
- 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
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Testimonials From Past Event: |
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| "The Opal Forum was an exceptional gathering of top family office managers and the various professionals whose services support the family office world, all presented in a manner that created an excellent opportunity for the transfer of their considerable knowledge to the conference attendees." |
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| - - Mike Van Buren, Gateway Financial Partners |
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| "A very well conceived and executed conference." |
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| - - Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP |
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Conference Registration Prices: |
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Earlybird Rate
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Standard Rate |
| Asset Managers & Service Providers |
$1,495 |
$1,695 |
***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 x 0
Email: info@opalgroup.net |
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