Upcoming Summits

Family Office Cybersecurity Summit

Date: Wednesday 20th September • 2017
Time: 8:00 am – 3:30 pm
Venue: Kobre & Kim, 800 Third Avenue, 6th Floor, New York, New York 10022

Family Wealth Report is hosting a Cybersecurity Summit for family offices and their trusted advisors. The event will host dynamic panel sessions and presentations to help delegates identify the most important and emerging risks in this area, as well as discuss best practices to mitigate the same. We will also be discussing best practices to […]

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Family Wealth Report Investment Summit: From Values to Value Creation – New York

Date: Wednesday 11th October • 2017
Time: 8:00 am – 6:00 pm
Venue: Grand Hyatt New York, 109 East 42nd Street New York, NY. 10017, USA

Harnessing the Power of Impact Investing for Multi-Generational Families Our 2016 Asset Allocation Summit gave guidance on how to steer families through tides of low returns, but this year we address an evolution in investment thinking which is nothing less than a sea-change. UHNW families have always acted in the full knowledge of the huge […]

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West Coast Family Office Fintech Summit

Date: Wednesday 29th November • 2017
Time: 8:00 am – 6:00 pm
Venue: Hotel Vitale, 8 Mission St, San Francisco, CA 94105, USA

Technology has become a transformational force within financial services and is now central to the wealth management dialogue particularly in the US, where investment is set to exceed $4bn annually by 2018. At both ends of the wealth spectrum, firms are seeking and achieving huge gains through technology investment. Securing the loyalty of Next Gen […]

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London GDPR Summit

Date: Wednesday 17th January • 2018
Time: 8:00 am – 2:00 pm
Venue: London GDPR Summit,

GDPR: Navigating the New Data Protection Regulations At a time when the world’s financial institutions are grappling with a tumultuous geopolitical climate, they are also preparing to navigate a fresh regulatory landscape carved out by a raft of new directives and legislation. One of the most prominent pieces of European regulation looming on the horizon […]

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Past Summits