Family Office Winter Forum 2020

New York Athletic Club, New York, NY
March 3, 2020

108 days left

The Big Apple is host to Opal Group’s Family Office Winter Forum. Whether by bridge, tunnel, or taxi, the schlep to Times Square will be well worth it! Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps. Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance, alternatives, and impact investing, will have even the most cynical of New Yorkers believing in their financial future. The Family Office Winter Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.

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.

To request our current agenda, participant list and sponsors

Speaker List Current as of November 14, 2019

Keynote Speaker

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute

New York Athletic Club-->New York Athletic Club
180 Central Park S, New York, NY 10019" data-x="40.766655968741475" data-y="-73.9788168668747">
New York Athletic Club
180 Central Park S, New York, NY 10019


JW Marriott Essex House
160 Central Park S, New York, NY 10019

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Park Hyatt New York
153 W 57th St, New York, NY 10019

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The Plaza
768 5th Ave, New York, NY 10019

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The Quin Central Park by Hilton Club
101 W 57th St, New York, NY 10019

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Le Méridien New York, Central Park
120 W 57th St, New York, NY 10019

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Mandarin Oriental, New York
80 Columbus Cir, New York, NY 10023

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The Ritz-Carlton New York, Central Park
50 Central Park S, New York, NY 10019

Registration Pricing

Early Bird Rate I (exp Dec 31, 2019 Early Bird Rate II (exp Jan 31, 2020 Standard Rate
Fund Managers/Service Providers $1,595 $1,995 $2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) ---- ---- Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898


Presented by

Dr. Nadia Schadlow, Senior Fellow, Hudson Institute

  • New Challenges in Structuring your Family Office in 2017 and Beyond
  • Tax Efficient Portfolio Construction
  • New Investment Styles for Family Offices
  • Best Practices in Impact Investing
  • Global Economic Outlook
  • Asset Protection Strategies
  • Challenges of the trustee/beneficiary relationship
  • How to Raise Capital From Family Offices
  • Direct Investing / Co-Investing
  • …and many more!
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown