Overview
The 11th Family Wealth Report Family Office Investment Summit is an in-person event designed exclusively for family offices and wealth managers, offering a dynamic platform to explore innovative investment opportunities and gain valuable insights from industry leaders. Hosted in New York, this premier gathering combines thought leadership, interactive panel discussions, and exclusive investment pitch sessions to address the evolving needs of the wealth management community.
- Thought-provoking keynote sessions from renowned experts on market trends and investment strategies.
- Engaging panel discussions tackling the latest challenges and opportunities across asset classes.
- Exclusive investment pitch presentations featuring groundbreaking ventures and opportunities.
- Networking opportunities with peers, thought leaders, and industry innovators in an intimate and collaborative setting.
Join us to stay ahead in the rapidly changing investment landscape, discover new opportunities, and build meaningful connections that drive long-term success.
Contact Us
For the summit program, logistics, attendance, speaking and sponsorship opportunities, email: theodora.viney@clearviewpublishing.com
To register to attend, please fill out your details here.
Agenda
8am Registration and Breakfast
9am Welcome
9.15am Keynote 1
9.35am Panel 1
10.15am Fireside chat 1
10.35am Break
11.05am Panel 2
11.45am Round tables
12.45pm Break
1.45pm Keynote 2
2.05pm Panel 3
2.50pm Round tables
3.25pm Break
3.55pm Panel 4
4.25pm Fireside chat
5pm Cocktail reception
(The agenda is subject to change)
Logistics
Date and Time
Date: Wednesday 12th November - 2025
Time: 8:00 am – 6:00 pm EST
Venue
TBC – New York City
Address: NY, United States
Register
Contact us
- To register to attend, please fill out your details here.
- For the summit program, logistics, attendance, speaking and sponsorship opportunities, email theodora.viney@clearviewpublishing.com