Family Office & High Net Worth Conference

The Family Office & High Net Worth Conference brings together the local wealth management community, affluent individuals, and Family Offices’ members to discuss topics related to wealth management, investment strategies, and the future of family offices.

Key Topics

• Single vs. multi-family offices
• Family views on various issues
• Multi-family office investment philosophies
• Building the next generation
• Portfolio construction
• Private equity
• Technology and innovation
• Real estate investment
• Alternative assets
• Asset allocation models
• Taxation strategies

Who should attend

• Wealth managers
• Affluent individuals
• Family offices members
• Investment professionals
• Private equity professionals
• Real estate investors
• Financial advisors
• Tax specialists