Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558, USA

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Event Date Wed Oct 20 EDT - Fri Oct 22 EDT (3 months ago)
Location Napa Valley Marriott Hotel & Spa
3425 Solano Ave, Napa, CA 94558, USA
Region Americas

Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

Sponsors & Partners

2021 Sponsors and Partners

• Capital Suisse
• Ecovest Capital
• Lindblad Expeditions
• Triton Pacific

• Blue Mahoe Capital
• Cantor Fitzgerald
• Clear Haven
• Cold Bore Capital
• Crown Global
• Diamond Standard
• Etana Custody
• H Venture Partners
• Pintar
• River Rock
• Saracen

• Alliance
• Backstop
• Block Asset Management
• CaproAsia
• Emerging Markets
• Estate Planning Network/Family Office Forum
• Executive Global
• Family Office Networks
• Impact Wealth
• Industry Tech Insights
• LDJ Capital
• Legendary Ventures
• Savvy Investor
• Scotsman Guide
• Smart Monet Watch
• The DI Wire
• The GRC Bluebook
• The Soho Loft