Here’s what to expect at family office conferences this fall
It’s almost time to pack up the beach blankets, leave the summer house and get back to work — as well as prepare for a full lineup of family office conferences this fall and winter. The best conferences give family office members and ultra-high-net-worth individuals a chance to attend content-rich panels and have global networking opportunities.
From Laguna Beach and Miami to Wiesbaden and Dubai, we’ve rounded up the ones that matter throughout the rest of 2023.
This season’s conferences focus on topics ranging from perennial issues like succession and wealth management to alternative investing strategies and the newest developments in space investing and proptech.
We will continue to update this list as we hear about other upcoming events. Crain Currency will launch an Events Page soon to make sure that you don’t miss out on any family office events throughout the year.
Hotel Nassauer Hof
Prestel & Partner’s family office forum will welcome German-speaking family offices and UHNWIs. Topics covered at sessions will include tax strategies for global citizens, investing in space, synchronizing generations, art collecting, and a session titled “From Champagne to Chaos – The Truth About Wealth and Addiction.”
University Club of Chicago
The second annual conference, organized by DC Finance and honoring the late Sam Zell this year, is open to the region’s top ultra-high-net-worth individuals and single-family offices. Panel sessions and presentations will focus on topics ranging from the global macro economy and traditional and alternative investing to mental health and women in business. Speakers include Pritzker Private Capital President Paul J. Carbone, ImpactAssets founder Timothy Freundlich, and P33 Chief Innovation Officer Desiree Vargas Wrigley.
Montage Laguna Beach Resort
Laguna Beach, CA
Institutional Investor’s 20th annual conference for family offices will feature expert presentations and panel discussions, family-only working groups and idea labs at which participants will learn about issues that impact their wealth and the legacy they hope to leave for future generations. Some of the topics to be covered include: Building Out an Internal Co-Investment Program, Is this the Golden Vintage Year for VC? Picking the Best Projects as Money Rushes into Energy Transition, Regional and Local Bank Recapitalization - Crisis or Opportunity, Shaping the Future: Investing in Innovation & New Technology
Mandarin Oriental Hong Kong
Organized by Markets Group, the region’s leading conference for family offices, high-net-worth wealth managers and private banks is closed-door and invitation-only, designed to enable genuine peer-to-peer learning and networking for the private wealth community. Topics to be discussed include maneuvering the macro, digital assets and the rise of Web3 and accessing the best of private markets. Speakers include BNP Paribas Wealth Management’s chief investment advisor Grace Tam, Rockpool Capital executive director Andrew Chow, and Citi Private Bank’s head of Asia Pacific Private Equity and Real Estate Paul Dou.
Eden Roc Miami Beach
The annual forum allows industry professionals to discuss the opportunities in real estate investments, as family offices now allocate 15% of their portfolio to this asset class. Topics to be discussed include distressed commercial markets, student housing investments, senior housing, and digital real estate and proptech.
Ritz Carlton, Hong Kong
Hosted by single-family office, Alea Global Group, this conference seeks to promote dialogue between single0-family offices, regional business families, and advisors. Topics to be discussed include establishing a family office in Asia, healthcare investments, crypto and blockchain. Speakers include Tsangs Group Managing Director Kelvin Liu and Mastery Holdings’ Sylvie Khau.
Napa Valley Marriott Hotel & Spa
Opal Financial Group’s annual forum is attended largely by first- and second-generation families from Silicon Valley. Themes of the conference tend to be private equity, venture capital, impact investing and technology developments.
The Union League Club, New York, NY
This conference welcomes top ultra-high-net-worth individuals and single-family offices to discuss a range of topics, including financial markets, technology investments, estate planning, and philanthropy. Speakers include Abigail Disney and Misha Investments Chief Investment Officer Mary D’Souza.
The Royal Society
This annual conference brings together family office members and high-net-worth investors from around the globe to discuss topics ranging from improving efficiency in the family and the future of medicine to the intersection of geopolitics and energy.
New York, NY
An annual two-day event with thought-provoking topics presented by industry experts. Includes panel and group discussions to promote learning and collaboration.
Armani Hotel, Burj Khalifa
Organized by the Alea Global Group family office, the tenth edition of this summit will be attended by more than 100 single family offices in the region. Topics to be discussed include impact investing, succession, the future of family offices in the Middle East