top of page

Upcoming Events

Family Office Wealth Conference
jeu. 19 sept.
Universal City
19 sept. 2024, 16:00 – 20:00 UTC−7
Universal City, Universal City, CA, USA
19 sept. 2024, 16:00 – 20:00 UTC−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
ven. 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 UTC−7
Los Angeles, Los Angeles, CA, USA
23 sept. 2024, 17:30 – 19:30 UTC−7
Los Angeles, Los Angeles, CA, USA
This event is for Next Gen Family Business Members and Family Offices.
RSVP

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

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

Wine Wednesday
mer. 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
jeu. 26 sept.
Boston
26 sept. 2024, 07:30 – 10:30
Boston, Boston, MA, USA
26 sept. 2024, 07:30 – 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
jeu. 26 sept.
San Diego
26 sept. 2024, 11:30 – 13:30 UTC−7
San Diego, San Diego, CA, USA
26 sept. 2024, 11:30 – 13:30 UTC−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
mer. 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
mer. 09 oct.
Zoom
09 oct. 2024, 11:00 – 12:00 UTC−7
Zoom
09 oct. 2024, 11:00 – 12:00 UTC−7
Zoom
This event is strictly for family members, family office executives, and investors only.
RSVP

Real Estate Investor Reception
mer. 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
mer. 16 oct.
Napa County
16 oct. 2024, 09:30 – 11:30
Napa County, Napa Valley, CA, USA
16 oct. 2024, 09:30 – 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
mer. 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
mer. 23 oct.
Irvine
23 oct. 2024, 14:00 – 17:00 UTC−7
Irvine, Irvine, CA, USA
23 oct. 2024, 14:00 – 17:00 UTC−7
Irvine, Irvine, CA, USA
This event is strictly for Family Offices and Tech Investors only.
RSVP

Outbound Investment Summit
jeu. 31 oct.
Miami
31 oct. 2024, 07:00 UTC−4 – 01 nov. 2024, 20:00 UTC−4
Miami, Miami, FL, USA
31 oct. 2024, 07:00 UTC−4 – 01 nov. 2024, 20:00 UTC−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

bottom of page