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Family Office Winter Symposium

Family Office Winter Forum
A Private Wealth Series Event

March 10, 2015
New York Marriott Marquis, New York, NY
 
Register Now for the Family Office Winter Symposium
 
VIEW PAST CONFERENCE DETAILS
VIEW PAST AGENDA
  Conference Details:
 
As part of the Private Wealth Series, the Family Office Winter Forum 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.

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 a highly intense day 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.

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.

 
  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
 
  Testimonials From Past Event:
 
"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."
  
- - Mike Van Buren, Gateway Financial Partners
 
"A very well conceived and executed conference."
  
- - Thomas Handler, Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP
 
  Past Industry Representation:
 
Chart I: Investors versus Manager/Service Provider

Chart II: Type of Investors
 
  Hotel Info:
 
New York Marriott Marquis
1535 Broadway
New York, NY, 10036
(212) 398-1900
  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.
 
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.
 
  Conference Registration Prices:
 
  Earlybird Rate
Standard Rate
Asset Managers & Service Providers $2,195 $2,495
***Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount.
 
Register Now for the Family Office Winter Symposium
 
*** 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 x 0
Email: info@opalgroup.net
 
  General Sponsor:
 
FundRise
 
  Media Partners:
 
Around Wall Street CFI.co Hedge Connection Hedge Fund Alert International Alternative Investment Review Markets and Markets Milltrust
 
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