Family Office & Private Wealth Management Forum West 2018

Napa Valley Marriott Hotel & Spa, Napa, CA
October 24, 2018 - October 26, 2018

69 days left

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.

To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of August 17, 2018

David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments, Neuberger Berman

Napa Valley Marriott Hotel & Spa
3425 Solano Avenue, Napa, CA, USA

Single $299
Double/Double $299
*Rates are subject to applicable state and local taxes (currently 14.195%) in effect at the time of check in
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Earlybird Rate I
(expires July 31)
Earlybird Rate II
(expires Sept 15)
Standard Rate
Managers and Service Providers $2,495 $2,695 $2,895
End Investors* ---- ---- Complimentary*

*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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898

Presented by

Todd Barnum, Chief Information Security Officer, GoPro, Inc.

  • Academics Specializing in Family Businesses
  • Accountants
  • Alternative Lending Managers
  • Angel Investors
  • Asset Protection Specialists
  • Attorneys
  • Back Office Outsourcing Providers
  • Blockchain Specialist
  • Cannabis Managers
  • Consultants
  • Cryptocurrency managers
  • Donor Advised Funds
  • Emerging Managers
  • Endowments
  • Energy (oil, gas, cleantech) Managers
  • Equity Managers
  • ESG/SRI/ Impact Investment Managers
  • Estate Planners
  • Family Business Experts
  • Family Offices (Single and Multi)
  • Financial Planners
  • Fintech companies
  • Fixed income managers
  • Foundations
  • Fund of Funds
  • Hedge Funds
  • Insurance Companies
  • Long-Term Care Specialists
  • Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
  • Outsourced CIO/CFO
  • Philanthropy Specialists
  • Private Debt Managers
  • Private Equity
  • Real Asset Mangers
  • Real Estate Managers
  • RIAs
  • Risk Managers
  • Start-Up Companies
  • Succession and Generational Wealth Planners
  • Tax Efficient Portfolio Managers
  • Tax Planners
  • Trust Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown

      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