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Family Office & Private Wealth Management Forum – West

September 4, 2015 @ 8:00 am - 5:00 pm


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.

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. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*


September 4, 2015
8:00 am - 5:00 pm
Event Category:


Napa Valley Marriott
3425 Solano Ave
Napa, CA United States
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