Convention · Napa, California

Family Office & Private Wealth Forum - West 2013

Banking, Finance · Management

Official website
Dates23–25 Oct 2013This edition has ended
VenueNapa Valley Marriott Hotel & SpaNapa, California
RunningSince 2011Annual · 5 editions on record
Last checked12 Nov 2026Organiser website checked
This is the 2013 edition. It has ended. See Family Office & Private Wealth Forum - West's current page for the next dates.

Key numbers

Floor space
NULLin 2015, organiser's figure
Editions on record
5first in 2011

About Family Office & Private Wealth Forum - West

As part of the Private Wealth Series, Opal Financial Group's annual Family Office/Private Wealth Management Forum West is set to explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, direct energy and numerous other asset types. Other topics being covered will include tax and regulatory issues, asset protection and fiduciary responsibilities of consultants/family offices/family members.

Opal will end the event with a wine tour through the heart of beautiful wine country at the Charles Krug Winery, in which attendees will have the opportunity to sample wines from some of the oldest vineyards in Napa Valley while networking with their peers. Attendance for the conference is encouraged for family offices, multi-family offices, high net worth individuals and consultants (in an advisory role, with no fund raising intentions). Others who should attend include representatives of asset management firms, insurance companies, broker-dealers, law firms and service providers.

From our listing of this edition. Details may have changed since.

Editions

YearDatesWhereExhibitorsVisitors
201523–25 Oct 2015Napa Valley Marriott Hotel & Spa
Napa, California
——
201423–25 Oct 2014Napa Valley Marriott Hotel & Spa
Napa, California
——
201323–25 Oct 2013Napa Valley Marriott Hotel & Spa
Napa, California
——
201224–26 Oct 2012Napa Valley Marriott Hotel & Spa
Napa, California
——
20117–9 Nov 2011Hyatt Vineyard Creek Hotel and Spa
Santa Rosa, California
——

Past editions from the bvents archive (2008–2019) and organiser figures where they were published.

Industries