Private Wealth and Family Offices

Private Wealth and Family Offices - Conferences

Private Wealth and Family Office Conferences. This part of the site lists private wealth management conferences taking place around the world. A number of organisers run events for Family Offices including Opal, Incisive Media, IMN, Prestel & Partner and PEI. Campden Conferences host Family Office events in Abu Dhabi, Hong Kong, London and the United States. Topics examined at conferences for family offices include succession planning, the operations of a family investment office and outsourcing...

for family offices. CFA run a notable wealth management event in the USA, while Marcus Evans and Markets Group run events in multiple locations. Key attendees at events on this page include private banks, family office managers, wealth management product designers, investment marketers and investment advisers from across the wealth management industry. Other themes explored include the impact of technology in wealth management, such as robo-advisers, social media and big data, the fiduciary duties of investment advisers and investment strategies for high net worth (HNW) individuals.

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  • 06
    Apr 2025
  • 08
    Apr 2025

Opal Exchange 2025

Opal Exchange is the premier one-on-one networking event held by Opal Group in 2025. Utilizing a sophisticated meeting scheduler, managers and qualified investors are able to pre-arrange…

  • 08
    Apr 2025

Private Markets Day

  • L'Agefi
  • Paris, France

In 2025, Agefi is offering you a major event dedicated to unlisted markets called "Private Markets Day". It will bring together two well-known meetings for professional investors, namely the…

  • 08
    Apr 2025

Risk Live Boston

  • Risk.net
  • Boston, USA

Returning to Boston, Risk Live unites senior risk management and risk transfer professionals providing a convenient platform for the exchange of ideas, access to cutting-edge insights,…

  • 22
    Apr 2025

Managing Macro Paralysis

Join us for this quarter's Macro Pulse Webinar as we answer key questions: what is the base case scenario for U.S. growth in 2025? How do policy changes affect the balance of risks for…

  • 28
    Apr 2025
  • 29
    Apr 2025

Private Wealth Management APAC Summit 2025

The PWM APAC Summit is an invitation-only, premium forum bringing together leading private wealth management executives, innovative fund managers and consultants. The summit’s content is…

  • 01
    May 2025

Private Wealth Michigan Forum

The leading conference for RIAs, family offices, and private banks. Meet and network with 200+ investors and wealth managers across Birmingham, Michigan.

  • 04
    May 2025
  • 05
    May 2025

Middle East Conference 2025

This year’s event will be held in the King Abdullah Financial District Convention Center in Riyadh on 4 and 5 May. A combination of presentations, panel-led discussions and networking…

  • 04
    May 2025
  • 07
    May 2025

CFA Institute LIVE 2025

CFA Institute LIVE 2025 is the must-attend event where investment professionals come together to spark bold ideas, tackle tomorrow’s challenges, and drive the financial industry forward. Join…

  • 05
    May 2025
  • 06
    May 2025

HFM Billion Dollar Leaders Summit 2025

  • HFM Global
  • New York City, USA

The HFM Billion Dollar Leaders Summit is an exclusive gathering for senior operational executives from managers with more than $1bn in client assets.