Conference · Newport, Rhode Island
Family Office & Private Wealth Forum
Banking, Finance · Management · Investment
Key numbers
- Editions on record
- 5first in 2011
About Family Office & Private Wealth Forum
As Opal Financial Group's flagship event, The Family Office & Private Wealth Management Forum has become Opal's largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July--the forecast calls for fun, networking, and favorable prospects for preserving your family's wealth.
UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoint, but cannot pitch products or advertise anything with their firms.*
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2015 | 20–22 Jul 2015 | Hyatt Regency Newport Newport, Rhode Island | — | — |
| 2014 | 22 May 2014 | Hyatt Regency Newport Newport, Rhode Island | — | — |
| 2013 | 22–24 Jul 2013 | Hyatt Regency Newport Newport, Rhode Island | — | — |
| 2012 | 23–25 Jul 2012 | Hyatt Regency Newport Newport, Rhode Island | — | — |
| 2011 | 18–20 Jul 2011 | Hyatt Regency Newport Newport, Rhode Island | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Family Office & Private Wealth Forum?
The next dates haven't been confirmed. The last edition we have on record was 20–22 Jul 2015.
Where is it held?
The last edition we have was at Hyatt Regency Newport, Newport, Rhode Island.
How often does it take place?
Annual, judging by the 5 editions on record since 2011.