The Family Office & Private Wealth Management Forum 2025 is dedicated to investment strategies such as private equity, venture capital, and technology.
Who should Attend
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
