August 25-26, 2026
Parrish Art Museum, Water Mill, NY
Advancing Strategies for Generational Wealth and Sustainable Impact
The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. Family Office Private Wealth Legacy is an exclusive gathering at the Parrish Museum in Southampton, designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside ultra-high-net-worth investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability.
Who Should attend
This conference is tailored for family office executives, ultra-high-net-worth individuals, wealth managers, and investors seeking insights into the changing dynamics of family wealth management. It’s an essential event for those looking to understand generational wealth transfer, the impact of AI and technology in wealth management, and the evolving lifestyle choices of affluent families.
Featured PAST Speakers
Donna Karan
Fashion Icon, Philanthropist & Creator of Donna Karan New York
Wilbur Ross
39th United States Secretary of Commerce
Gen. David Petraeus
U.S. Army General, Director of the Central Intelligence Agency 2011-2012; Partner, KKR; Chairman, KKR Global Institute
Dylan Lauren
Businesswoman; Founder, Dylan’s Candy Bar
Daniel Goldin
Longest-tenured Administrator of NASA; Founder, Cold Canyon
Dawn Mari La Monica
Family Office Advisor – Next Gen Prep; Chief Legacy Officer, DML Consultants LLC
Lavinia Errico
Co-Founder, Equinox Fitness Clubs; Founder, JOYLIFT
James Rosebush
Chief Executive Officer, GrowthStrategy, Inc. and The Wealth and Family Office Management Group
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registration pricing
Managers / Service Providers
Standard Rate
$3,195
Money Manager and Service Providers are those who raise capital from family offices or institutional investors or sell their products and services to family offices, managers, or institutional investors.
** End-Only Family Offices must have a minimum of $100M in invest-able AUM. They cannot have any products or funds raise capital for from other family offices or institutional investors. They must also look to allocate to 3rd party investment funds managers.
*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.
ONSITE REGISTRATION POLICY
Please note that onsite registrations are subject to the full ticket price without exception. Qualification status, investor classifications, or pending approvals cannot be applied at the event and must be finalized in advance. We appreciate your understanding and adherence to this policy.
HOTEL Information
Parrish Art Museum
279 Montauk Hwy, Water Mill, NY
For sponsorship, exhibition & speaking opportunities
212-532-9898
info@opalgroup.net
Vertical Petroleum Industries is an oil and gas developer with a history of 27 projects and 56 wells in Texas and Oklahoma. VPI was founded in 2016 by Dan Sauer who began his career in real estate development and capital funding over 25 years ago with international projects totaling over $60 million annually. We are again partnering with award winning petroleum geologist Ed Kaiser on the Bonanza Development. It has already produced 17 million barrels of oil from a single formation at about 2200 feet. What is exciting is that although the current production is reaching the end of its life, there are SEVEN deeper zones which are each capable of producing 2 to 4 times as much oil.
Blank Rome is an Am Law 100 firm with 16 offices and more than 750 attorneys and principals who provide a full range of legal and advocacy services to clients operating in the United States and around the world.
McConnell Valdés, recognized as Puerto Rico’s premiere law firm, was established in 1946 as a firm dedicated to representing financial institutions and manufacturing companies when Puerto Rico was embarked on an industrialization process that would bring to the island the giants of manufacturing and financial institutions, as well as creators of new technologies. Many of these businesses were venturing outside of the United States for the first time.
What started as a law firm dedicated to representing financial institutions and manufacturers is now one of the largest full service Hispanic-owned law firms in the world and the largest in Puerto Rico and the Caribbean, with over 100 attorneys and offices in the Hato Rey area of San Juan, Puerto Rico.
All our attorneys are bilingual (Spanish & English), and many are licensed and practice in federal and state courts, both in Puerto Rico and in various mainland jurisdictions. Our lawyers have received their law degrees from some of the World's most respected law schools, including Boston University, Columbia, Georgetown, Harvard, New York University, Northwestern University, University of Pennsylvania, University of Puerto Rico and Yale.
As one of Puerto Rico’s premiere law firms, we cover all aspects of Puerto Rico Law. The firm is divided into six practice groups: Corporate; Environmental, Energy & Land Use; Labor & Employment Law; Litigation; Real Estate, Hospitality & Finance; and Tax.
Launching soon, Real Estate Wealth Hive will serve as a national community where families and trusted professionals can connect, learn, and collaborate to build, protect, and transfer wealth through real estate. We believe that every real estate decision has broader financial, tax, estate planning, and legacy implications—and that the best outcomes happen when trusted professionals work together.
Our mission is to bring together the expertise of real estate advisors, estate planning attorneys, CPAs, financial advisors, trust officers, lenders, exchange specialists, and other professionals to help families make informed property decisions before costly mistakes are made. Through education, collaboration, and strategic planning, we provide the knowledge and resources needed to navigate complex property decisions with greater clarity and confidence.
As one of the largest intergenerational wealth transfers in history unfolds, real estate will play a defining role in how wealth is preserved—or lost. Real Estate Wealth Hive exists as a resource to help families minimize unnecessary taxes, reduce preventable family conflict, maximize the long-term performance of their real estate assets, and create intentional plans that support future generations.
Real Estate Wealth Hive was founded by nationally recognized real estate educator, author, and advisor Dan Ihara, whose more than two decades of experience in real estate have included serving over 1,600 families, closing more than $1 billion in real estate transactions, and training more than 400 real estate professionals across the United States. Drawing on these experiences, Dan created Real Estate Wealth Hive to unite families and trusted professionals around a shared mission: helping people make better property decisions that build wealth, preserve legacies, and create lasting financial impact for generations to come.
Blackheath Partners provides advanced insurance, premium financing, and risk management for financial advisors, RIAs, broker-dealers, family offices, institutions, and estate planning attorneys. The advisor owns the relationship and the plan. Blackheath handles the insurance and the funding behind it.
Most estate plans are sound on paper. The trouble usually shows up when it is time to pay for them. Families whose money sits in an operating business or in real estate rarely have cash available when an estate settles, and the assets they do have cannot be sold quickly or sold well. Blackheath structures the liquidity for those situations: covering estate tax, making inactive heirs whole when one child inherits the business, and funding buy-sell agreements between partners.
Premium financing is the firm's specialty. Blackheath designs financed cases across multiple carriers and works directly with underwriters on difficult medical and financial histories. Every structure is stress tested against a wide range of interest rate and crediting assumptions before it goes into force, so the advisor and the client understand what the arrangement needs in order to work. Finding the pressure points early is what keeps a financed case from surprising anyone ten or fifteen years in.
Blackheath stays involved once the policy is issued. The firm tracks how the loan and the policy are performing against what was projected, watches collateral requirements, and reports back to whoever is accountable for the decision, whether that is the advisor, a trustee, or the family office. A financed structure runs for decades and someone has to be paying attention to it.
Blackheath Partners is based in Dorado, Puerto Rico and works with families across the country.
BlueTree Venture Capital is an early-stage growth capital firm that invests in undiscovered B2B software companies solving critical industry problems, raising Midwest Series A rounds. Our vision is to be a catalyst fund for exit-focused investing, guiding portfolio companies to profitable acquisition.
CBIZ, Inc. (NYSE:CBZ) is a leading consulting, tax and financial services advisor serving middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise, we deliver forward-thinking insights and actionable solutions to help clients anticipate the next steps and accelerate growth. We assist your organization in navigating challenges, turning risks into opportunities, and driving sustainable, long-term excellence — whether you're focused on your current position or aspiring to new heights.
CBIZ operates under an alternative practice structure as defined by the AICPA with CBIZ CPAs P.C. (CBIZ CPAs), an independent CPA firm. Together, we are proud to be a leading professional services advisor nationwide.
The CBIZ Private Client Services team is a dedicated resource to providing solutions for high net worth private clients. Our team is comprised of professionals with expertise in alternative investments, digital assets, corporate structuring and monetizing events. We serve and support families with sprawling and complex financial interests, leveraging the latest technology to enhance efficiency.
Lumenai is an innovative AI investment service that transforms traditional investing by harnessing the power of data science and artificial intelligence. Our cutting-edge technology makes sophisticated investing easier, more personalized, and more efficient than ever before.
Our platform provides investors, advisors, and institutions with the flexibility to create unique investment strategies, including stocks, multi-asset, or funds, thanks to our advanced artificial intelligence systems developed by top-tier data scientists with over 35 years of experience in quantitative investing.
At Lumenai, investors collaborate with us to define their portfolio’s goals and risk levels. Then, our data scientists use this information to train the AI system to optimize portfolio performance, recommending which securities to buy or sell. As a result, investors can better focus their time on more important tasks without having to monitor the stock market or hire/fire fund managers.
Lumenai caters to individuals, advisors, family offices, and institutional investors who seek to take control of their investments and stay ahead of the curve by leveraging cutting-edge data science and AI technology.
Lumenai. Invest with Intelligence.
Quantum Assured BioVentures Fund, LP is a $1 billion target clinical-stage biotechnology fund built around a single structural idea: that the binary loss profile of clinical trials, historically a 100% write-off of trial capital on failure, can be contractually transferred rather than only diversified away.
The Fund applies two independent underwriting gates before committing capital. GNQ Insilico's proprietary causal AI-Quantum enhanced platform first screens candidates for mechanistic probability of clinical success. Assets that clear that screen are then independently re-priced by Lloyd's syndicates using GATC Health's predictive platform. Capital is committed only where both gates clear and a policy can be bound on commercially acceptable terms. Where a covered endpoint is not met, indemnity proceeds reimburse eligible trial costs and return to the Fund for redeployment during the investment period.
The Fund targets 15–25 portfolio companies across the United States and European Union, with initial positions of $10–45 million, minority ownership of 5–15%, and no single position expected to exceed 10% of committed capital at cost. The investment period is three years; the term is ten years plus two one-year extensions at GP discretion.
The General Partner is The TJP Economic Group LLC. Legal counsel is Barnes & Thornburg LLP.
Vanguard Charitable is a leading U.S. nonprofit organization that fulfills its mission to increase philanthropic giving by administering a donor-advised fund—a tax-effective way to consolidate, accrue, and grant assets to charity. Since it was founded by Vanguard in 1997 as an independent 501(c)(3) organization, Vanguard Charitable has granted more than $25 billion to charity.
BDO Puerto Rico/USVI is a full service certified public accounting, tax and business advisory firm with 17 years of industry-focused experience, providing services to public and private clients. With a novel ground breaking approach centered in partnering with our clients and providing exceptional client service, BDO is the fastest growing and largest local firm in the Island. With over 170 skilled and trained professionals with certifications such as CPAs, CVAs, CFEs, MAFFs, CGMAs, CIAs, CRMAs, CGAP CISAs, CIRAs, PMPs and Attorneys we are your ideal business partner with the best skilled and trained professionals suited to manage your ongoing and future needs. We focus on our clients’ needs and having high caliber experts. This allows us to keep up-to-date with the industry trends, anticipating changes, and designing proper strategies to take advantage of arising opportunities.
Multifonds is a global private markets platform built on a real‑time accounting engine. It unifies fund, partnership, and investor data across the full lifecycle, supporting complex fee structures, capital activity, and investor reporting through automation and configurable workflows. Trusted for over 30 years, Multifonds supports 40,000+ funds across 35 jurisdictions and more than $10 trillion in assets.
The Piqué Club is a Palm Beach-born private luxury house inspired by the traditions, rhythm, and social life of the world’s most exceptional private clubs. Created for discerning clients who value taste over display, the House is building a refined wardrobe for the life around tennis, golf, travel, and resort living.
The Piqué Club is not conceived as performance sportswear or mass luxury. Its point of view is quieter: beautiful natural materials, discreet design, limited quantities, and a deep respect for Italian craftsmanship. The first women’s collection is being developed around versatile pieces that can move naturally from the court to lunch, travel, a private club, or an evening by the sea. The goal is not to follow trends, but to create pieces that feel relevant because they reflect the identity and standards of the person wearing them.
Distribution is intended to remain selective. Rather than pursuing broad availability, The Piqué Club is designed to live through carefully chosen private membership clubs and luxury resorts, private appointments, intimate presentations, and long-term client relationships. This controlled approach is central to the House: scarcity should come from discipline, not marketing.
At its core, The Piqué Club is about a modern idea of luxury—one where craftsmanship, discretion, belonging, and personal taste carry more meaning than visibility. The ambition is to build slowly and with integrity, protecting the identity of the House as it grows.
Redacted is a concierge-level identity protection service built for families and individuals whose wealth, visibility, or complexity make them a target. Delivered under IDIQ, which has protected more than six million members since 2009, Redacted pairs each client with a dedicated Identity Intelligence Officer, a single, U.S.-based, certified professional who understands the client's full risk profile and manages their protection end to end. There are no call centers and no handoffs, just one person accountable to the family from the moment they enroll.
Coverage extends to the principal, spouse, dependents, adult children, and parents, and combines proactive defense with active response: identity threat assessments, custom Identity Security Barriers, 24/7 surveillance and alerts, and multi-platform device protection, backed by $2 million in identity theft insurance and a $1 million property title warranty. If something does happen, the Identity Intelligence Officer manages the full incident, from investigation through restoration.
For family offices and the advisors who serve them, Redacted fills a gap that sits outside most existing coverage: credit and identity monitoring tied directly to the credit bureaus, active identity restoration, and protection against threats many families don't think about until it's too late, from property title fraud to VIN cloning to executive-level digital exposure. Redacted is built to join a family's existing advisory circle alongside their wealth manager, attorney, and CPA, not to replace or compete with any of them.
Redacted is SOC 2 Type II and PCI certified, and partners with wealth management firms, family offices, and other trusted advisors to bring this protection to the families they serve. Learn more at
GoodFin is reimagining private wealth in the era of AI. Our mission is to empower a new generation to build wealth, starting with their investments in alternative assets. Our AI-native platform combines a design-forward experience with a backend powered by a system of intelligent agents. We are building a future where AI unlocks financial hyperpersonalization, automation and optimization for sophisticated financial products, which are typically gated by advisors and reserved for very wealthy clients. This highly fragmented $1.25T global services market will undergo a sea change in the coming years, as trillions pass in the largest intergenerational wealth transfer to date. In a world where most financial decisions will become automated, we believe the next category-defining wealth company will still be human-driven at its core – powered by a high-value community like our membership base of professionals, founders and investors. The next generation financial giant will be an AI-native platform that makes wealth creation seamless, personalized, and social. That’s what we’re building. We are a rapidly growing early-stage startup backed by Y Combinator, Goodwater Capital, Phoenix Fund, Perpetua Investment Group and angel investors from leading companies across tech and finance.
TriNet provides full-service HR solutions, so you get time back to focus on your business, your employees get HR support and your business gains the HR guidance it needs.
Vontobel Swiss Financial Advisers (Vontobel SFA) is a leading Swiss-based investment adviser dedicated to serving US persons seeking international diversification across custody and investing. As the largest Swiss-domiciled manager focused on this client segment, Vontobel SFA combines Swiss wealth management expertise with solutions tailored to the specific needs of US investors. A wholly owned subsidiary of Vontobel Holding AG, Vontobel SFA is registered with both the Swiss Financial Market Supervisory Authority (FINMA) and the US Securities and Exchange Commission (SEC), enabling clients to benefit from Swiss custody while receiving comprehensive US tax reporting.
With offices in Switzerland and the United States, including Zurich, Geneva, New York, Miami, and Los Angeles, Vontobel SFA provides discretionary and advisory investment solutions designed to help clients build resilient, globally diversified portfolios. The firm serves internationally minded individuals, families, entrepreneurs, family offices and other investors who seek opportunities beyond their domestic markets while maintaining regulatory transparency and operational simplicity.
Vontobel SFA's investment approach is rooted in Switzerland's long-standing tradition of stability, independence and prudent wealth management. Clients benefit from access to global investment opportunities, a disciplined investment process and personalized advice tailored to their individual objectives, circumstances and risk tolerance. Through a broad range of investment strategies and customized wealth management solutions, Vontobel SFA helps clients navigate evolving markets and preserve and grow wealth across generations.
As part of Vontobel Holding AG (Vontobel), an international investment management firm with more than a century of investment experience, Vontobel SFA draws on the resources, expertise and global reach of a well-established Swiss financial institution. Through its expanding presence in the United States, Vontobel SFA continues to strengthen relationships with clients and partners while supporting growing demand for international diversification and cross-border investment solutions.
Vontobel's investment-led approach focuses exclusively on the buy side of financial markets, aligning its interests with those of its clients. By combining Swiss heritage, global investment expertise and a client-first philosophy, Vontobel SFA empowers investors to pursue long-term financial objectives with confidence in an increasingly interconnected world.
Vertical Petroleum Industries is an oil and gas developer with a history of 27 projects and 56 wells in Texas and Oklahoma. VPI was founded in 2016 by Dan Sauer who began his career in real estate development and capital funding over 25 years ago with international projects totaling over $60 million annually. We are again partnering with award winning petroleum geologist Ed Kaiser on the Bonanza Development. It has already produced 17 million barrels of oil from a single formation at about 2200 feet. What is exciting is that although the current production is reaching the end of its life, there are SEVEN deeper zones which are each capable of producing 2 to 4 times as much oil.
Pravati Capital is an SEC-registered investment adviser focused exclusively on litigation finance since 2013. We built a platform for this niche: an internal legal and investments team for underwriting, a dedicated asset-management function for servicing and monitoring, independent fund administration for investor reporting, and a documented compliance program. Think of Pravati as the law-firm lending sleeve of private credit: senior-secured, asset-based exposure to diversified contingency practices, with return drivers tied to legal outcomes rather than market beta. It complements sponsor-backed corporate credit, real assets, and other alternative sleeves.
Founded in 2015, WRC REI, LLC (“WRC”) is a Dallas-based real estate investment firm specializing in multifamily assets while leveraging an innovative approach to achieve its objectives. The firm targets high-growth markets throughout Texas, with a secondary focus on Denver and Nashville. WRC employs a Core Plus investment strategy complemented by an operationally driven framework—enhancing asset performance and generating long-term value through strategic management and market-specific execution.
We explore how AI and Exponential Technologies bring opportunities for people and organizations to increase their wealth and health. Our audience is anyone interested in improving in their career, their business, their investments, living a healthier and more fulfilling life, or simply understanding how Exponential Technologies are changing the world.
AI Tools Network is an online resource that helps people find the best artificial intelligence tools for their needs. It offers a directory of AI tools in various categories, such as sales, marketing, education, HR and finance. They also provide educational content about AI, such as blog posts and upcoming events.
AltsWire is the definitive news source for the illiquid and semi-liquid alternative investment industry. Founded in 2013 as The DI Wire, AltsWire rebranded in early 2025 to better reflect the scope, diversity, and maturity of the alternative investment landscape we cover. Today, AltsWire delivers timely news, in-depth analysis, and industry insights to our dedicated audience of wealth advisers, registered investment advisers (RIAs), investment sponsors, and broker-dealers who serve millions of American retail investors. Our coverage spans all aspects of illiquid and semi-liquid alternative investments, including real estate investment trusts (REITs), business development companies (BDCs), interval and closed-end funds, Delaware statutory trusts (DSTs) used in 1031 exchanges, Regulation A+ offerings, qualified opportunity zone (OZ) funds, and the full range of private placement vehicles. Since inception, AltsWire has grown into the most trusted media platform exclusively focused on illiquid and semi-liquid alternative investments. We remain committed to unbiased reporting, thoughtful editorial perspectives, and empowering our readers with the information they need to thrive in this dynamic, specialized sector.
Banking CIO Outlook Magazine covers the latest technology updates in the banking sector challenges to face in the banking IT community, including payments, security, channels, and banking compliance. Determined to offer a myriad of additional services that can improve businesses, Banking CIO Outlook magazine stands out with its learn-from-peers approach, offering professionals the most comprehensive collection of technology trends.
Block24Seven is a media publication covering the latest news, market insights, and industry trends across blockchain, DeFi, NFTs, and Web3 innovation.
BrandPR is a marketing PR agency specializing in the crypto space. It is dedicated to amplifying brands in this dynamic sector through strategic communication and branding. It offers tailored public relations solutions that drive engagement, build trust, and elevate brand reputation in digital media. With expertise in media relations, social strategy, content creation, and event partnerships, BrandPR crafts impactful narratives that resonate with crypto audiences, positioning clients for visibility and credibility in this competitive market.
The world of enterprise technology is soaring high. Every minute, new technological innovations are cropping up in different corners of the world. Every technologist out there wants to stay abreast of all the latest trends in enterprise technology and innovation. CIOInsights works to bring to all the tech enthusiasts the latest information from the world of innovative enterprise solutions. This new world belongs to tech start-ups. We amalgamate all aspects of technology to give an unparalleled digital experience to our ambitious entrepreneurs striving to reach the top. We at CIOInsights magazine give our readers every thorough detail from every arena in technology.
CoinCarp is a global crypto data aggregator providing coin prices, exchange rankings, wallet info, airdrop alerts, and blockchain explorer tools in one place.
CoinCheckup is a crypto research platform offering detailed coin analysis, price data, predictions, and investment insights for informed decision-making.
CoinCodex tracks 30,000+ cryptocurrencies with real-time prices, charts, and news. CoinCodex offers advanced portfolio tracking, alerts, and market overviews.
At Coinfea, we are passionate about exploring the exciting possibilities of the digital world and staying ahead of the curve when it comes to technological advancements and their impact on our lives.
Our team of expert writers and analysts is dedicated to providing our readers with insightful analysis and in-depth coverage of the most pressing topics in the crypto and blockchain space. Whether you are a seasoned investor or simply curious about the world of digital assets, our platform is the perfect place to keep up with the latest news, trends, and developments in this rapidly-evolving field.
At Coinfea, we believe that technology has the power to transform society for the better, and we are committed to promoting the responsible use and adoption of emerging technologies such as blockchain and web3. We are also passionate about educating our readers and helping them to make informed decisions about their investments and participation in the digital economy.
In addition to our news coverage, we also offer a range of educational resources, including in-depth guides, tutorials, and explainers, to help our readers deepen their understanding of the complex world of crypto and blockchain.
Whether you are an enthusiast, a professional, or simply curious about the digital world, we invite you to join our community of readers and explore the exciting possibilities of the future. Thank you for choosing Coinfea as your trusted source for reliable, insightful, and in-depth coverage of the digital world.
CryptoNewsZ is a trusted global source for accurate and up-to-date news and insights on cryptocurrency, blockchain, and the web3 ecosystem. CryptoNewsZ aims to become a leading platform for millions of crypto enthusiasts worldwide, offering extensive coverage of the rapidly developing digital economy. The site serves as a resource for seasoned traders, blockchain enthusiasts, and beginners exploring the world of digital assets, empowering them with reliable knowledge and actionable insights.
Founded in 2018, Cryptopolitan has grown from a popular blog into a trusted source of news and analysis for millions of readers worldwide. Over the years, we have expanded our coverage to include a wide range of topics, from market trends and technological innovations to regulatory changes and industry events.
Our team includes seasoned journalists, industry experts, and passionate crypto enthusiasts who are committed to delivering high-quality news.
Cryptopolitan is continuously expanding its network and offerings to reach a global audience across the cryptocurrency, AI, gaming, blockchain and web3 markets.
We believe in the power of collaboration to unlock human potential and growth. We make collaboration better with growth-minded people and cutting-edge technology. Events are where people connect and everything can happen: learning, partnerships and growth. We are building tools for event organizers to seamlessly collaborate with speakers, partners, and sponsors. United we are stronger Join us!
DroomDroom dedicates thousands of hours of research into cutting-edge technology innovations to deliver you free, world-class, and accurate content.
Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets
Family Office Magazine is the most respected premium quality “Family Office” magazine in the world that caters to an ultra-wealthy audience who make up the wealthiest and most influential sector in the world. This is the predominant publication within the Family Office and UHNWI International Community. The publication is an authority on Family Office news and events and has contributions and articles from some of the Worlds most prominent Family Offices, Private Banks and Wealth Management Firms.
The reach and influence of Family Office Magazine is unparalleled with the wealth space. There is no other publication in the world that has the reach and penetration with Family Offices, HNW and UHNW individuals. The publication also hosts events and partner with more than 300 premium events around the globe.
Financial Service Review is a leading technology magazine that reaches out to over 56,000 print subscribers and over 85,000 digital subscribers. It provides a comprehensive platform for senior-level industry experts, buyers, and decision-makers to share their insights following a unique learn-by-peers approach.
GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the world's premier Risk forum and contribute to a better understanding of the complex world of risk.
Gogetgpt is the premier source for AI Tools, knowledge, and resources designed to harness the full potential of artificial intelligence for both personal and business solutions. With an expansive collection of over 6,000 AI tools, training materials, and invaluable insights, we are your all-in-one hub for everything AI.
SmartMoneyMatch connects the global investment community For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities: 1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond. 2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.) Contact: Martin.Signer@SmartMoneyMatch.com Phone: +41433331038




























