Family Wealth Report is excited to host the Ninth Family Office Investment Summit 2023 on October 4th, at the Dentons offices in New York.

The Family Wealth Report summits are large-scale thought-leadership, education and networking events organized for members of the Family Wealth Report network.

Hosted as an afternoon event, this summit is a thought-leadership platform to encourage intellectual debate on the challenges and opportunities facing the industry.


The Family Wealth Report Family Office Investment Summit will provide our guests with insights around some of the following themes, amongst others:

  • How To Align Portfolios With Clients’ Investment And Personal Goals
  • Wealth Management Options for the UHNW: Can any firm truly satisfy their needs over the long term?
  • Future-Proof Investment Plans
  • Lifestyle Management (Private Aviation, Residences. Education, Healthcare)
  • How Philanthropy is Changing
  • Aligning Family Situations With After-Tax Returns: What Are The Most Significant Differentiators When Investing?
  • Goals-Based Investing – Tackling The Holistic Approach Investment isn’t always about profit and beating the market. Instead, some families are adopting a purpose-based approach to attain life goals, from funding education to supporting social causes.
  • What keeps family offices awake at night? Key questions to be addressed in 2023 by senior family office executives

Who should attend:

  • Chief Investment Officers
  • Family Office Principals
  • Portfolio Managers and Directors
  • Investment Committee Members
  • Investment Consultants and Advisors
  • Investment Analysts
  • Heads of Private Clients
  • Relationship Managers
  • Private Bankers
  • Financial Planners



1.45 pm Registration

2.10 pm Welcome by Family Wealth Report

2.15 pm Keynote 1 Who is Disrupting the Investment Management Industry, and How?

2.30 pm Panel 1 Reimagining the real estate portfolio: Bringing Risk Management, Diversification and Tax Alpha to a real estate portfolio

Learn how technology is changing the face of real estate investing.  With the incorporation of risk metrics, portfolio construction, tax alpha and income modeling today’s real estate portfolios are much closer to traditional financial services than ever before.

Learning Objectives:

  • Learn about the current trends shaping the commercial real estate investment landscape, the outlook on domestic real estate markets and the risk conditions.
  • Hear about the adoption of traditional financial tools in real estate and how those tools are creating the portfolio of tomorrow; today.
  • See how to incorporate private real estate in investment portfolios for diversification, lowering risk and returns.

3.20 pm Presentation: Understanding Real Estate Private Equity Funds

3.30pm Networking break

3.45 pm Panel 2: The Legal Side of Tokenization and Asset Tokenization: Real Estate and Beyond

The panel discussion will bring together industry leaders to explore the nuances and potential of real estate tokenization. Tokenization will reshape the way we approach real estate investment, and we are excited to delve into its various dimensions during our session.

4.35 pm Presentation: How SmartFunds Enables Full Stack Private Markets

4.45 pm Short refreshment break

5 pm Presentation: Protecting Prosperity: Emerging Risks in Real Estate

5.10 pm Fireside chat: Markets to Marketing: How to Turn Market Volatility and Global Economic Activity into Opportunities to Build Relationships

Discover how using the volatility and day-to-day market shifts to support your PR approach can help support your brand as a thought leader and industry expert. In today’s dynamic investment landscape, investors seek information and a unique perspective from their wealth advisor. During this engaging session, we will explore the pivotal role of market dynamics in shaping PR strategies. We will delve into the ways in which market trends, economic indicators, and market sentiment can influence the effectiveness of PR campaigns, media relations, and overall brand positioning. Participants will gain insights into leveraging market movements to establish a resilient PR framework that aligns with and supports their brand while driving long-term success.

5.30 pm Close and Cocktail Reception


Date and Time

Date: Wednesday 4th October - 2023
Time: 1:45 pm – 6:30 pm Eastern Standard Time



Address: 1221 Avenue of the Americas, New York, NY 10020-1089

Keynote: Who is Disrupting the Investment Management Industry, and How?

David Teten

Venture Partner

Coolwater Capital

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha […]

Panel 1: Reimagining the real estate portfolio: Bringing Risk Management, Diversification and Tax Alpha to a real estate portfolio

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

James Brunger

Chief Sales Officer

Capital Square

James Brunger, chief sales officer of Capital Square, is driven every day by the idea that we are building something bigger than ourselves. He is head of sales and distribution […]

David Wieland

CEO and Co-Founder

Realized Holdings

Before Realized, David founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, David co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment […]

DJ Van Keuren

Co-Managing Member

Evergreen Partners

Named as one of Family Capitals Top 10 U.S. Family Office Real Estate Professionals, one of Trusted Insight’s Top 30 Real Estate Investors at a Family Office, and founder of […]


Alan Donenfeld

Founder and CEO

CityVest Capital

Alan Donenfeld has spent over 40 years focused on investing in, advising and financing companies totaling over $4 billion.  He has been the founder, CEO, General Partner and Portfolio Manager of […]

Jonathan Joseph



Jonathan Joseph (JJ) is the CoFounder and CEO of SmartFunds and the CIO of the Yield Farming Fund. Smart Money is a DeFi studio which builds the products and services […]

Lisa Gelles

Executive Director - Private Client

Howard Insurance

Lisa Gelles serves as Executive Director in the Private Client Group at Howard Insurance. In her role, Lisa sits at the helm of the firm’s family office practice, working closely […]

Panel 2: Asset Tokenization: Real Estate and Beyond

Tim O'Regan


Upheaval, Inc.

Tim O’Regan is an emerging markets banker, investor and entrepreneur focused on investing in and raising capital for alternative investments/funds.  After working as an analyst for Salomon Brothers’ commodity arm in […]

Joseph C. Guagliardo

Technology and Blockchain Partner, Dentons Venture Technology Group


Joe Guagliardo is a partner in Dentons’ Venture Technology and Emerging Growth Companies practice. He advises public and private companies on technology transactions and provides general counseling concerning technology and […]

Sanjay Raghavan

VP, web3 Initiatives


Sanjay is the VP of Web3 Initiatives of Roofstock onChain where he leads the real estate investing platform’s blockchain initiative. After being accepted into Cypher Accelerator, the first-of-its-kind Wharton-backed program […]

Alan Silbert

CEO, North America


Mr. Alan Silbert, CEO North America. He joined the Company in March 2018 in the role of Executive Managing Director. Mr. Silbert is responsible for managing business operations and resources […]

Sherry Witter

Managing Partner, Founder, CIO

The Witter Family Office

Sherry P. Witter is the Founder, Managing Partner and CIO of the Witter Family Office (WFO). Previous to the WFO, Sherry was the General Partner to multiple hedge funds. As […]

Fireside Chat: Markets to Marketing: How to Turn Market Volatility and Global Economic Activity into Opportunities to Build Relationships

Rosemary Denney

CEO and Founder

Wealth Matters Consulting

Rosemary Denney is the CEO and founder of Wealth Matters Consulting, a creative and communications agency that collaborates with prominent players in the wealth management industry. With over two decades […]

Brian. D Hughes

President & Founder

Hughes Growth Strategies, LLC.

Brian is the President and Founder of Hughes Growth Strategies, a management consulting firm serving the family office and wealth management advisory industry. Hughes Growth Strategies is focused on helping […]

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