Family Office & Private Wealth Management Forum West 2023 | Opal Group | 18 October 2023 | Napa Valley Marriott Hotel & Spa, 3425 Solano Ave, Napa, CA 94558, USA

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.

Who Should Attend?

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

2023 Sponsor

BRONZE SPONSOR:
• Conscious Capital Growth