Events

Conference Schedule

January 18, 2024

MyFoTech

“Tech-NEW-logy”

Conference

Attending

Virtual

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.

 

February 21 – 22, 2024

FOX Winter Technology and Risk Management Days 

Attending

Virtual

The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting and more. 

 

April 18, 2024

Family Office Fintech Forum

Attending

New York

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. 

May 7 – 8, 2024

FOX Global Investment Forum

Attending

Miami

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. 

July 15 – 17, 2024

FOX Family Office and Wealth Advisor Forum

Attending

Chicago, IL and Virtual

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.

July 22 – 24, 2024

Family Office and Private Wealth Management Forum

Attending

Newport, RI

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. 

August 27, 2024

Family Office and Private Wealth Legacy Summit 

Attending

Watermill, NY

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.

October 10, 2024

Family Office Fintech Summit

Speaking 

New York

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.

October 23 – 25, 2024 

Family Wealth Alliance Fall Forum

Attending

Chicago

The Alliance Fall Forum is a three-day conference that draws established executives and up-and-coming talent for a 360-degree representation of the family wealth industry. Our marquee event features compelling speakers, topics geared toward family wealth professionals of all levels, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to non-members,

October 28 – 30, 2024

FOX Family Forum

Attending

Chicago, IL and Virtual

At the 2024 FOX Family Forum, family members, office executives, and their trusted advisors will discover how other families have achieved positive change and prepared for or managed successful generational transitions. Critical issues will be addressed including effective governance, next gen leadership and engagement, and how to develop a strategic, long-term view of the family’s future. Attendees will come away with ideas, tools, and frameworks to take the next steps to ensure a positive and productive enterprise for the future.

November 19 – 20, 2024

MyFoTech Family Office Tech & Ops Conference

Attending

Virtual

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.

Reach Out

Connect with us before or after an event.