Family Office Winter Forum 2024 | Opal Group | 4 March 2024 | Convene, 360 Madison, New York, 360 Madison Ave, New York, NY 10017, USA

The Big Apple is host to Opal Group’s forum. Held in one of the world’s largest financial capitals, this event perfectly aligns with the culture of the city that never sleeps. Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance, alternatives, and impact investing, will have even the most cynical of New Yorkers believing in their financial future. The Family Office Winter Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.

Who Should Attend
• Family Offices
• Endowments
• Foundations
• Consultants
• Attorneys
• Financial Planners
• Accountants
• Tax Planners
• Estate Planners
• Philanthropy Specialists
• Family Business Experts
• Succession and Generational Wealth Planners
• Asset Protection Specialists
• Trust Companies
• Tax Efficient Portfolio Managers
• Long-Term Care Specialists
• Hedge Funds
• Fund of Funds
• Real Estate Managers
• Equity Managers
• Venture Capitalists
• Academics Specializing in Family Businesses
• Private Equity
• Insurance Companies

2024 Sponsors

GOLD SPONSOR:
• Kineta

SILVER SPONSORS:
• Blue Mahoe Capital
• Parkview Financial
• SS&C
• WRC Advisors