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Upcoming Events

Family Office Wealth Conference
jue, 19 sept
Universal City
19 sept 2024, 16:00 – 20:00 GMT-7
Universal City, Universal City, CA, USA
19 sept 2024, 16:00 – 20:00 GMT-7
Universal City, Universal City, CA, USA
This conference brings together top industry experts, thought leaders, and affluent family members for a day of insightful discussions and strategic planning.
RSVP

Jets & Capital
vie, 20 sept
Salt Lake City
20 sept 2024, 18:00 – 23:30
Salt Lake City, Salt Lake City, UT, USA
20 sept 2024, 18:00 – 23:30
Salt Lake City, Salt Lake City, UT, USA
A private VIP networking event for Family Offices and Investors hosted at a Private Jet Hangar in Salt Lake City, Utah.
RSVP

Cocktails & Conversations
lun, 23 sept
Los Angeles
23 sept 2024, 17:30 – 19:30 GMT-7
Los Angeles, Los Angeles, CA, USA
23 sept 2024, 17:30 – 19:30 GMT-7
Los Angeles, Los Angeles, CA, USA
This event is for Next Gen Family Business Members and Family Offices.
RSVP

Private Investor Webinar
mié, 25 sept
Zoom
25 sept 2024, 11:00 – 12:00 GMT-7
Zoom
25 sept 2024, 11:00 – 12:00 GMT-7
Zoom
This event is strictly for family members, family office executives, and investors only.
RSVP

Whiskey Wednesday
mié, 25 sept
Irvine
25 sept 2024, 14:00 – 17:00 GMT-7
Irvine, Los Angeles, CA, USA
25 sept 2024, 14:00 – 17:00 GMT-7
Irvine, Los Angeles, CA, USA
This event is strictly for Family Offices and Tech Investors only.
RSVP

Wine Wednesday
mié, 25 sept
Calabasas
25 sept 2024, 17:30 – 19:00
Calabasas, Calabasas, CA, USA
25 sept 2024, 17:30 – 19:00
Calabasas, Calabasas, CA, USA
Wine Wednesday is an exclusive bi-monthly event sponsored by Heath Goldman of ICON Wealth & Legacy Partners, Brian Rabinovitz of Marcum, Kathleen Tepley of Los Angeles Consulting Group, and hosted by Chris Poveromo of Poms & Associates Insurance Brokers.
RSVP

Women in Dealmaking
jue, 26 sept
Boston
26 sept 2024, 7:30 – 10:30
Boston, Boston, MA, USA
26 sept 2024, 7:30 – 10:30
Boston, Boston, MA, USA
Hear from top women dealmakers in the middle market as they survey the M&A and private equity landscape for the rest of 2024.
RSVP

Family Office Roundtable - San Diego
jue, 26 sept
San Diego
26 sept 2024, 11:30 – 13:30 GMT-7
San Diego, San Diego, CA, USA
26 sept 2024, 11:30 – 13:30 GMT-7
San Diego, San Diego, CA, USA
RSVP

Family Office Reception
mar, 01 oct
Denver
01 oct 2024, 17:30 – 19:00
Denver, Denver, CO, USA
01 oct 2024, 17:30 – 19:00
Denver, Denver, CO, USA
This event is strictly for SFO family members only.
RSVP

Family Matters with Dr. Jeremy Lurey - Colorado
mié, 02 oct
Denver
02 oct 2024, 11:00 – 13:00
Denver, Denver, CO, USA
02 oct 2024, 11:00 – 13:00
Denver, Denver, CO, USA
An educational luncheon on the ever-changing risk landscape facing family offices, family enterprises, and more.
RSVP

Private Investor Webinar
mié, 09 oct
Zoom
09 oct 2024, 11:00 – 12:00 GMT-7
Zoom
09 oct 2024, 11:00 – 12:00 GMT-7
Zoom
This event is strictly for family members, family office executives, and investors only.
RSVP

Real Estate Investor Reception
mié, 09 oct
Beverly Hills
09 oct 2024, 17:00 – 19:00
Beverly Hills, Beverly Hills, CA, USA
09 oct 2024, 17:00 – 19:00
Beverly Hills, Beverly Hills, CA, USA
*Strictly for family offices and affluent individuals only.
RSVP

Family Office Dinner
mar, 15 oct
Napa County
15 oct 2024, 18:00 – 19:30
Napa County, Napa Valley, CA, USA
15 oct 2024, 18:00 – 19:30
Napa County, Napa Valley, CA, USA
This event is strictly for SFO family members only.
RSVP

Family Office & Private Wealth Management Forum – West
mié, 16 oct
Napa County
16 oct 2024, 9:30 – 11:30
Napa County, Napa Valley, CA, USA
16 oct 2024, 9:30 – 11:30
Napa County, Napa Valley, CA, USA
Don’t miss the opportunity to learn strategies for engaging the next generation and improving your family governance.
RSVP

Wine Tour
mié, 16 oct
Napa County
16 oct 2024, 14:00 – 16:00
Napa County, Napa Valley, CA, USA
16 oct 2024, 14:00 – 16:00
Napa County, Napa Valley, CA, USA
This event is strictly for SFO family members only.
RSVP

Whiskey Wednesday
mié, 23 oct
Irvine
23 oct 2024, 14:00 – 17:00 GMT-7
Irvine, Irvine, CA, USA
23 oct 2024, 14:00 – 17:00 GMT-7
Irvine, Irvine, CA, USA
This event is strictly for Family Offices and Tech Investors only.
RSVP

Outbound Investment Summit
jue, 31 oct
Miami
31 oct 2024, 7:00 GMT-4 – 01 nov 2024, 20:00 GMT-4
Miami, Miami, FL, USA
31 oct 2024, 7:00 GMT-4 – 01 nov 2024, 20:00 GMT-4
Miami, Miami, FL, USA
This 2-day summit is designed to engage with top experts in domestic & global tax planning, golden visas, second passports, wealth protection, and wealth succession.
RSVP

Power of Art
mar, 19 nov
Las Vegas
19 nov 2024, 16:00 – 20 nov 2024, 18:00
Las Vegas, Las Vegas, NV, USA
19 nov 2024, 16:00 – 20 nov 2024, 18:00
Las Vegas, Las Vegas, NV, USA
Mingle with top industry leaders in impact art, energy, sustainability, AI, and the B-ART Institute.
RSVP

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