All topics

Opal Financial Group’s Annual Family Office and Private Wealth Management Forum West – titled “Harvesting the Returns” - brings together investment managers and families to discuss various investment strategies and successful practices for building wealth and maintaining a growing portfolio. Strategies such as venture capital, private equity and technology will be explored, alongside several other key topics, including impact investing, alternatives and the trustee beneficiary relationship. The event primarily comprises interactive panel discussions, but also offers delegates the opportunity to network with colleagues, build relationships and dine in one of Napa’s luxurious wineries.