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Upcoming Events

Private Investor Webinar
Tue, Sep 17
Zoom
Sep 17, 2024, 11:00 AM – 12:00 PM PDT
Zoom
Sep 17, 2024, 11:00 AM – 12:00 PM PDT
Zoom
This event is strictly for family members, family office executives, and investors only.
Apply to Attend

Webinar: Crafting Legacy Through Multifamily Real Estate
Thu, Sep 19
Webinar
Sep 19, 2024, 11:00 AM – 12:00 PM
Webinar
Sep 19, 2024, 11:00 AM – 12:00 PM
Webinar
This event is strictly for family members, family office executives, and investors only.
Apply to Attend

Family Office Wealth Conference
Thu, Sep 19
Universal City
Sep 19, 2024, 4:00 PM – 8:00 PM PDT
Universal City, Universal City, CA, USA
Sep 19, 2024, 4:00 PM – 8:00 PM PDT
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.
Apply to Attend

Jets & Capital
Fri, Sep 20
Salt Lake City
Sep 20, 2024, 6:00 PM – 11:30 PM
Salt Lake City, Salt Lake City, UT, USA
Sep 20, 2024, 6:00 PM – 11:30 PM
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.
Apply to Attend

Cocktails & Conversations
Mon, Sep 23
Los Angeles
Sep 23, 2024, 5:30 PM – 7:30 PM PDT
Los Angeles, Los Angeles, CA, USA
Sep 23, 2024, 5:30 PM – 7:30 PM PDT
Los Angeles, Los Angeles, CA, USA
This event is for Next Gen Family Business Members and Family Offices.
Apply to Attend

Private Investor Webinar
Wed, Sep 25
Zoom
Sep 25, 2024, 11:00 AM – 12:00 PM PDT
Zoom
Sep 25, 2024, 11:00 AM – 12:00 PM PDT
Zoom
This event is strictly for family members, family office executives, and investors only.
Apply to Attend

Whiskey Wednesday
Wed, Sep 25
Irvine
Sep 25, 2024, 2:00 PM – 5:00 PM PDT
Irvine, Los Angeles, CA, USA
Sep 25, 2024, 2:00 PM – 5:00 PM PDT
Irvine, Los Angeles, CA, USA
This event is strictly for Family Offices and Tech Investors only.
Apply to Attend

Wine Wednesday
Wed, Sep 25
Calabasas
Sep 25, 2024, 5:30 PM – 7:00 PM
Calabasas, Calabasas, CA, USA
Sep 25, 2024, 5:30 PM – 7:00 PM
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.
Apply to Attend

Women in Dealmaking
Thu, Sep 26
Boston
Sep 26, 2024, 7:30 AM – 10:30 AM
Boston, Boston, MA, USA
Sep 26, 2024, 7:30 AM – 10:30 AM
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.
Apply to Attend

Family Office Roundtable - San Diego
Thu, Sep 26
San Diego
Sep 26, 2024, 11:30 AM – 1:30 PM PDT
San Diego, San Diego, CA, USA
Sep 26, 2024, 11:30 AM – 1:30 PM PDT
San Diego, San Diego, CA, USA
Apply to Attend

Family Office Reception
Tue, Oct 01
Denver
Oct 01, 2024, 5:30 PM – 7:00 PM
Denver, Denver, CO, USA
Oct 01, 2024, 5:30 PM – 7:00 PM
Denver, Denver, CO, USA
This event is strictly for SFO family members only.
Apply to Attend

Family Matters with Dr. Jeremy Lurey - Colorado
Wed, Oct 02
Denver
Oct 02, 2024, 11:00 AM – 1:00 PM
Denver, Denver, CO, USA
Oct 02, 2024, 11:00 AM – 1:00 PM
Denver, Denver, CO, USA
An educational luncheon on the ever-changing risk landscape facing family offices, family enterprises, and more.
Apply to Attend

Private Investor Webinar
Wed, Oct 09
Zoom
Oct 09, 2024, 11:00 AM – 12:00 PM PDT
Zoom
Oct 09, 2024, 11:00 AM – 12:00 PM PDT
Zoom
This event is strictly for family members, family office executives, and investors only.
Apply to Attend

Real Estate Investor Reception
Wed, Oct 09
Beverly Hills
Oct 09, 2024, 5:00 PM – 7:00 PM
Beverly Hills, Beverly Hills, CA, USA
Oct 09, 2024, 5:00 PM – 7:00 PM
Beverly Hills, Beverly Hills, CA, USA
*Strictly for family offices and affluent individuals only.
Apply to Attend

Family Office Dinner
Tue, Oct 15
Napa County
Oct 15, 2024, 6:00 PM – 7:30 PM
Napa County, Napa Valley, CA, USA
Oct 15, 2024, 6:00 PM – 7:30 PM
Napa County, Napa Valley, CA, USA
This event is strictly for SFO family members only.
Apply to Attend

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

Wine Tour
Wed, Oct 16
Napa County
Oct 16, 2024, 2:00 PM – 4:00 PM
Napa County, Napa Valley, CA, USA
Oct 16, 2024, 2:00 PM – 4:00 PM
Napa County, Napa Valley, CA, USA
This event is strictly for SFO family members only.
Apply to Attend

Whiskey Wednesday
Wed, Oct 23
Irvine
Oct 23, 2024, 2:00 PM – 5:00 PM PDT
Irvine, Irvine, CA, USA
Oct 23, 2024, 2:00 PM – 5:00 PM PDT
Irvine, Irvine, CA, USA
This event is strictly for Family Offices and Tech Investors only.
Apply to Attend

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