Fasken, Montréal
Fasken, Montréal, 800 Victoria Square, Suite 3500, P.O. Box 242, Montréal , QC , H4Z 1E9, Canada

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Event Date Tue Nov 16 EST (in 28 days)
Location Fasken, Montréal
800 Victoria Square, Suite 3500, P.O. Box 242, Montréal , QC , H4Z 1E9, Canada
Region Americas

DC Finance’s global family office and high net worth individual network is excited to present the Montreal Family Office & High Net Worth Conference.

The conference will cover varied topics such as investments, asset protections, family business, estate planning, arts and many additional topics at another high tier event with the DC Finance high standards signature. Last year’s event – the largest effort to date in the Canadian Family Office scene – hosted over 200 Single Family Office executives and Ultra and High Net Worth Individuals.

Will provide the guests with a unique family conference experience with first tier content by notable speakers in an environment that allows for great networking opportunities. Come and gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics.

With a fresh approach to how Family Office events should look like, DC Finance is proud to present the next Canada Family Office & Wealth Management Conferences in Montreal – conferences built by Single Family Offices and HNWI for Single Family Offices and HNWI.

These events bring together families seeking innovative ideas and enables an exchange of knowledge and experience with similar families – Attended by over 100 qualified families and family office executives.

Were inviting select partners to seize the opportunity and interact with an exclusive group of senior Single Family Office and Multi-Family Office investment executives, private investors and family members. Each representative is personally invited and vetted by DC Finance.

Through a series of panel sessions and presentations, the Montreal Family Office & Wealth Management Conferences will cover topics related to the following subjects, as well as other areas of interest and concern to affluent families:

• The Global Macro Economy
• Traditional and Alternative Investing (dedicated panels will cover investments in Oil & Gas, High Tech, Real Estate and Art)
• Energy
• Legal & Tax Issues
• Personal & Financial Security and other Lifestyle Issues
• Washington/Legislation/Fed Policy
• International Trends and Developments for Family Offices
• Family Office Governance
• Successfully Managing Family Dynamics
• Accounting and Tax Strategies
• Philanthropy


2021 Speakers:

Mr. David C. Bentall
B. Comm., Founding Principal at Next Step Advisors

Mr. Ronald C. Shon
President, Shon Group of Companies and Founding Managing Partner, REDDS Capital

Mr. Philippe de Gaspe Beaubien III
Serial Entrepreneur

Mr. Sheldon Elman
Serial Entreprnuer; Founder of Medisys Health Group, and PCP Management

Mr. Tal Kerret
President, Silverstein Properties