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Wed, Oct 16

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Napa County

Family Office & Private Wealth Management Forum – West

Don’t miss the opportunity to learn strategies for engaging the next generation and improving your family governance.

Family Office & Private Wealth Management Forum – West
Family Office & Private Wealth Management Forum – West

Time & Location

Oct 16, 2024, 9:30 AM – 11:30 AM

Napa County, Napa Valley, CA, USA

About the Event

Los Angeles Consulting Group is honored to extend the exclusive invitation from Dr. Jeremy Lurey to the upcoming Opal Financial Group’s Annual Family Office & Private Wealth Management Forum – West on October 16, 2024 at 9:30 AM PDT in Napa Valley, CA.

Dr. Jeremy Lurey will share his expertise and wisdom on “Family Governance & The Family Office: Planning for the Next Generation.” He is among the few thought leaders gracing the conference, and we are happy to share complimentary access to the family office's family members in the community.

About Dr. Jeremy Lurey

Dr. Jeremy Lurey is a senior consultant with The Family Business Consulting Group. Jeremy has expertise in supporting family offices and family businesses with the critical leadership and governance practices required to create more sustainable futures. He is passionate about helping established families transition their businesses and transfer their wealth to the next generation.

For over 25 years, he has served clients ranging from families of significant wealth to mid-market companies and Fortune 500 corporations.

Don’t miss the opportunity to learn strategies for engaging the next generation and improving your family governance.

Apply to attend this exclusive event. *Once your registration has been approved by the hosts, you will receive a follow-up confirmation email with the details and location for this event.

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