Family Office & Private Wealth Management Forum 2024

  • 22-24 Jul 2024
  • Newport Harbor Island Resort, RI, United States

Description

The Family Office & Private Wealth Management Forum 2024 is dedicated to investment strategies such as private equity, venture capital, and technology.

The Family Office & Private Wealth Management Forum 2024 brings together:

  • Accountants
  • Academics Specializing in Family Businesses
  • Angel Investors
  • Alternative Lending Managers
  • Attorneys
  • Asset Protection Specialists
  • Blockchain Specialist
  • Back Office Outsourcing Providers
  • Consultants
  • Cannabis Managers
  • Donor Advised Funds
  • Cryptocurrency managers
  • Endowments
  • Emerging Managers
  • Equity Managers
  • Energy (oil, gas, cleantech) Managers
  • Estate Planners
  • ESG/SRI/ Impact Investment Managers
  • Family Offices (Single and Multi)
  • Family Business Experts
  • Fintech companies
  • Financial Planners
  • Foundations
  • Fixed income managers
  • Hedge Funds
  • Fund of Funds
  • Long-Term Care Specialists
  • Insurance Companies
  • Outsourced CIO/CFO
  • Luxury Companies — Private Jets, Automotive, Executive Car Service, etc
  • Private Debt Managers
  • Philanthropy Specialists
  • Real Asset Mangers
  • Private Equity
  • RIAs
  • Real Estate Managers
  • Start-Up Companies
  • Risk Managers
  • Tax Efficient Portfolio Managers
  • Succession and Generational Wealth Planners
  • Trust Companies
  • Tax Planners
  • Venture Capitalists

Venue

  • Newport Harbor Island Resort , 1 Goat Island Rd,, Newport, Rhode Island, United States

More Details

Prices:
1995-2695 US Dollar (Estimated)
Organizer:
Opal Group
Website:

Future Events

Important

Please, check "Family Office & Private Wealth Management Forum" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance

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