Clearview Publishing
Menu

Summits & Forums

Family Wealth Report Family Office Investment Forum 2025

Tuesday - 22nd April 2025

Citco
350 Park Avenue, 30th Floor, New York, NY 10022 USA


Become a Sponsoring Partner
About Speakers & Sponsors Register
Overview Logistics Agenda

Overview

The Family Wealth Report Family Office Investment Forum is a premier in-person event in New York, designed exclusively for family offices and wealth managers seeking cutting-edge insights and opportunities in the investment landscape. Bringing together industry leaders, thought leaders, and innovators, this event offers a unique platform for strategic discussions, actionable intelligence, and collaboration.

Key highlights include:

  • Thought leadership sessions exploring emerging trends and investment strategies.
  • Exclusive investment pitch opportunities, connecting attendees with innovative ventures and asset classes.
  • Engaging panel discussions with top-tier experts from across the financial ecosystem.
  • Networking with peers, industry professionals, and thought leaders in a dynamic, face-to-face setting.
Join us to stay ahead in an ever-evolving investment environment, discover new opportunities, and build connections that drive success in the world of family offices and wealth management.

 

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.

Logistics

Date and Time

Tuesday 22nd April, 2025 - 2:30 pm to Thursday 22nd May, 2025 - 6:00 pm EST

Venue

Citco

Address: 350 Park Avenue, 30th Floor, New York, NY 10022 USA

Agenda

1:15pm     Registration and Refreshments
1:30pm    Welcome
1:45pm    Keynote
2pm         Panel 1
2:30pm   Presentation 1
2:45pm   Panel 2
3:15pm    Networking break
3:45pm   Panel 3
4:15pm    Presentation 2
4:30pm   Fireside chat
4:50pm   Concluding comments

Cocktail Reception with Networking

(Agenda times are subject to change)
Sponsors

About our Sponsors

Venue Partner

The Citco group of companies (Citco) is a network of independent companies worldwide, which are leading providers of asset-servicing solutions to the global alternative investment industry. With over $1.8 trillion in assets under administration, Citco has provided its clients with a trusted partner for more than four decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services, including treasury and loan handling, daily NAV calculations and investor services, corporate and legal services, and regulatory and risk reporting, among others.

Register

Register

Contact us