Upcoming Summits

Family Office Summit:
Integrating the Full Balance Sheet,
1 November 2018, New York

Date: Thursday 1st November • 2018
Time: 8:00 am – 6:00 pm
Venue: Pepper Hamilton LLP, The New York Times Building, 37th Floor, 620 Eight Avenue New York, 10018-1405

 Integrating the Full Balance Sheet:  From Investment to Lifestyle Management  In the next episode of our annual autumn Family Office Summit series, we will examine the wealth strategies family offices can deploy to ensure their members’ well-being in the fullest sense and across generations, covering not only wealth accumulation and transfer, but also life or […]

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4th New York Family Office Fintech Summit 2019

Date: Thursday 21st March • 2019
Time: 8:00 am – 5:00 pm
Venue: The Convene Center, 101 Park Ave, New York, NY 10178, United States​

The adoption of cutting-edge technology is really accelerating the professionalisation of the family office segment. Firms know that a great client experience must be backed by operational excellence, and that this can actually become the bedrock of their value proposition. Back-office automation is key to operational efficiency, while in the front technology-enabled access to investments […]

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Past Summits