Family Office & Private Wealth Management Forum West 2021

  • Oct 2021 (TBD)
  • Napa Valley Marriott Hotel & Spa, CA, United States

Description

The Family Office & Private Wealth Management Forum West 2021 is dedicated to investment strategies such as private equity, venture capital, and technology.

The Family Office & Private Wealth Management Forum West 2021 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

The Family Office & Private Wealth Management Forum West 2021 might be held in Napa, CA, United States in Oct 2021 (TBD).

Venue

  • Napa Valley Marriott Hotel & Spa, 3425 Solano Avenue, Napa, California, United States

More Details

Prices:
1995-2695 US Dollar
Organizer:
Opal Group
Website:

Prices are for evaluation only.

Future Events

  • Family Office & Private Wealth Management Forum West 2021 - Oct 2021, Napa Valley Marriott Hotel & Spa, Napa, CA, United States (86973)

Past Events

  • Family Office & Private Wealth Management Forum West 2020 - 21-23 Oct 2020, Napa Valley Marriott Hotel & Spa, Napa, CA, United States (27781)

Important

Please, check the official event website for possible changes, before making any traveling arrangements

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