The Family Office & Private Wealth Management Forum 2025 is dedicated to investment strategies such as private equity, venture capital, and technology.
Who should Attend
- Accountants
- Academics Specializing in Family Businesses
- Angel Investors
- Alternative Lending Managers
- Attorneys
- Asset Protection Specialists
- Blockchain Specialist
- Back Office Outsourcing Providers
- Consultants
- Cannabis Managers
- Donor Advised Funds
- Cryptocurrency managers
- Endowments
- Emerging Managers
- Equity Managers
- Energy (oil, gas, cleantech) Managers
- Estate Planners
- ESG/SRI/ Impact Investment Managers
- Family Offices (Single and Multi)
- Family Business Experts
- Fintech companies
- Financial Planners
- Foundations
- Fixed income managers
- Hedge Funds
- Fund of Funds
- Long-Term Care Specialists
- Insurance Companies
- Outsourced CIO/CFO
- Luxury Companies — Private Jets, Automotive, Executive Car Service, etc
- Private Debt Managers
- Philanthropy Specialists
- Real Asset Mangers
- Private Equity
- RIAs
- Real Estate Managers
- Start-Up Companies
- Risk Managers
- Tax Efficient Portfolio Managers
- Succession and Generational Wealth Planners
- Trust Companies
- Tax Planners
- Venture Capitalists
