Conference Schedule

Join MyFoTech and Institute founder, Phil Strassler, for the latest edition of the Larry Kraus Family Office Institute’s program on Technology Solutions for the Modern Family Office. Efi Avigdor, Founder of Wealth Dialogue, will interview K1x, an AI automation software for K1s, K3s and 990s, and Luminary, a collaboration platform for managing trust and estate strategies.

The Family Office Fintech Forum 2024 is part of the Family Wealth Reports family office events series. It serves as an industry forum to discuss best practices and see real-life examples of how to adopt and invest in technology by multi and single-family offices. 

The FOX Global Investment Forum addresses risks and opportunities in the current investment environment. The Forum goes beyond, to focus on issues of interest to families with generational wealth, including the role of values-based investing. 

Join us for an insightful discussion on the intricacies of modernizing business management firms through technology adoption. Our expert panelists will delve into the multifaceted aspects of the buying journey for technology platforms, exploring key considerations such as the operational model, integration with external partners, and the crucial decision-making process of assigning specialized teams. Learn valuable insights on vetting, onboarding, and optimizing technology platforms to drive efficiency and competitiveness in today’s dynamic market. 

FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance or tax and estate planning to navigating talent and transition challenges, attendees will walk away with concrete ideas for enhancing their work.

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. This conference will exclusively feature dialogue-driven panel discussions led by consultants and family offices. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. 

This conference is all about elevation: elevating women in our firms to leadership positions, elevating clients by aligning their wealth with their purpose, and elevating a new generation of wealth creators by enhancing the client experience to meet their unique needs. Join us this summer to connect with family office leaders, engage in crucial discussions about inclusion, and leave feeling inspired to shake things up at your firm. We’ll explore client service and advisor experiences through a gender lens and spotlight amazing women paving the way in leadership, investing, and social 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. The Opal Group’s Family Office and Private Wealth Legacy Summit 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 in New Orleans, for the fifth annual FOX Technology Showcase. Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes that those involved with family office operations and technologies need to know. Experience demonstrations from leading vendors focused on family offices and wealth management, and join peers in discussions and deep-dive explorations of tech solutions and challenges.  

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The Ninth Annual Family Office Fintech Summit 2024, Family Wealth Reports annual flagship conference, is the industry forum to discuss best practices and see real-life examples of how to adopt and invest in technology by multi and single-family offices.

This virtual conference is designed to bring together experts in financial and non-financial technologies, single and multi-family offices, consultants, tech/service providers, wealth owners, and investors. Agenda features cutting-edge topics, live tech demos, workshops, our popular networking and peer sessions.