What and Who you Will Find at the Family Office Forum:
Closed Door Moderated Discussions
The Family Office Forum provides private working groups for families and single family office executives to continue the conversations started in the general conference, so you are assured you'll be able to personally address your specific concerns and share experiences with your peers in a protected environment.
Attendee Profile
Registration is open to family office members, executives, transitioning business owners, and the specialized advisors that help guide them through the myriad challenges specific to managing family wealth. The conference will allow you to make connections with the business partners endorsed by family office peers while offering opportunities for private exchanges. The number of non- family office advisors allowed to register will be limited, maintaining an environment consisting primarily of family office executives and family members.
Event Decorum
Family Office Forum established a code of practice for all participants that create an environment where families feel most comfortable to share experiences.
There will be no distribution of business cards unless requested.
Open networking times will be structured around discussion topics, allowing for introductions around topics of interest.
Presentations and discussions are of educational nature only with no overt selling to the audience.
All Forum materials and discussions are off the records and confidential.
Not all family members who will be speaking may be included in published printing of conference materials; it is subject to each individual's discretion.