Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
Event Date | Tue Nov 14 EST - Thu Nov 16 EST (about 1 year ago) |
Region | All |
For the 18th year, family office leaders will be analyzing the year and looking for how events have impacted them operationally. In this compelling two-day program, we will focus on all aspects of a family office, including investment strategy, governance, structuring, tax, regulation and more. This is for family office principals, COOs, CEOs, and CIOs. We will be discussing the most common challenges family office leaders and advisors are actively addressing and how we can plan for 2024.
Reasons to attend:
• Gain the insight to asses the effectiveness of your family office for the world we see today
• Unlock strategies for wealth preservation - build a resilient, long-term portfolio
• Better understand the breadth of impact your next generation can have on securing a stable future
• Impact, responsible ownership and sustainable investing are dominating the space - how should they be shaping your portfolio?
• Meet and network with some of the world’s foremost family offices and wealth holder
• Communicate freely in a private peer-to-peer network meeting
2023 Partners
• Apollo
• Ascent Private Capital Management
• Caring Closures
• Global Digital Assets (GDA Capital)
• Graceada Partners
• Mesirow
• RSM
• Titanbay