Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is 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 this 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 a top tier group of private wealth professionals.
Earlybird Rate I
(expires July 31)
Earlybird Rate II
(expires Sept 15)
|Managers and Service Providers||$2,495||$2,695||$2,895|
*Subject to Opal Group’s verification and approval. End-Investors include: Pension/Union Trustee, Administrator, Director or Officer/ Non-Discretionary Consultants, pure LP allocating family offices (not fund raising). All investors must be LP allocators.
Todd Barnum, Chief Information Security Officer, GoPro, Inc.
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.Lisa Grey
Managing Member, GrayMatter Strategies, LLC