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Family Office & Private Wealth Management Forum - West
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This is a BayPay-sponsored event!  Sign up here with discount code "BPFOPWW2015" to get 30% off of this event!

  Conference Details:
 

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West.  Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three day event. Largely dominated by first and second generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference.  Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful.  Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App.

 
  Who Should Attend:
 
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies - Private Jets, Automotive, Executive Car Service, etc.
 
  Keynote Speakers:
 

Congressman Eric Swalwell California's Fifteenth Congressional District
U.S. House of Representatives

 

 

Ambassador
R. James Woolsey

Chairman & CEO
Foundation for the
Defense of Democracies

Former Director of the CIA

 

 
View Speaker Biographies
 
  Testimonials From Past Event:
 
"The Opal Family Office conference in NAPA was the place to be. It fostered productive idea and practice exchanges and was the scene of many earnest sharing sessions focusing on how to get it right. Good and useful relationships were forged that will be long lasting and helpful."
-- James S. Rosebush, Founder and CEO, The Wealth & Family Management Group  
   
"Opal Family Office events are unparalleled and the second annual Family Office & Private Wealth Management Forum in Napa was no exception. I was honored to be among a prestigious and knowledgeable slate of speakers. The feedback I heard as an advisory board member throughout the conference reflected that quality and the depth of knowledge illustrated in every session. Networking at Opal events not only yields good business relationships, it fosters long-term professional friendships."
-- Managing Member, GrayMatter Strategies, LLC 

 

This is a BayPay-sponsored event!  Sign up here with discount code "BPFOPWW2015" to get 30% off of this event!

Location Napa Valley Marriott, Napa, CA

Additional Information about this event:

From Wednesday 28 October 2015 -  08:00am
To Friday 30 October 2015 - 05:00pm
   
Official Event Website: more info
Number of expected attendees: 500 to 2000
This event has an exhibit: No
YouTube Video for this event:
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