Convention · Napa, California
Family Office & Private Wealth Forum - West
Banking, Finance · Management
Key numbers
- Floor space
- NULLthis edition, 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 the 2013 edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2015 | 23–25 Oct 2015 | Napa Valley Marriott Hotel & Spa Napa, California | — | — |
| 2014 | 23–25 Oct 2014 | Napa Valley Marriott Hotel & Spa Napa, California | — | — |
| 2013 | 23–25 Oct 2013 | Napa Valley Marriott Hotel & Spa Napa, California | — | — |
| 2012 | 24–26 Oct 2012 | Napa Valley Marriott Hotel & Spa Napa, California | — | — |
| 2011 | 7–9 Nov 2011 | Hyatt Vineyard Creek Hotel and Spa Santa Rosa, California | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Family Office & Private Wealth Forum - West?
The next dates haven't been confirmed. The last edition we have on record was 23–25 Oct 2015.
Where is it held?
The 2013 edition was at Napa Valley Marriott Hotel & Spa, Napa, California. The organiser hasn't confirmed the venue for this edition yet.
How often does it take place?
Annual, judging by the 5 editions on record since 2011.