About Agenda Logistics Register

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.

Agenda

8.30am   Registration and light breakfast
9am         Welcome
9.05am    Morning Keynote
9.20am    Panel discussion 1
10am        Presentation 1
10.30am   Refreshments and Networking
11am          Panel discussion 2
11.30am     Presentation 2
12pm         Networking Lunch
1pm           Afternoon Keynote
1.15pm       Panel 3
2pm          Presentation 3
2.45pm    Refreshments & Networking
3pm          Panel 4
3.45pm    Presentation 4
4.30pm    Fireside Chat
4.50 pm   Concluding Comments

Cocktail Reception with Networking

(Agenda times are subject to change)

Logistics

Date and Time

Date: Thursday 22nd May - 2025
Time: 8:30 am – 6:00 pm EST

Venue

TBC – New York City

Address: NY, United States

Register

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