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Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
From checklists for onboarding specialized advisors to comprehensive workflows for succession planning, our Family Office templates ensure seamless communication and efficient management of your family’s assets.
The #1 private investor club event with 400 investors and more ultra-wealthy investors on stage than any other event globally. Super Summit 2023 Recap: Highlights, Top Speakers, and Exclusive Investor Insights.
Family Office Conferences & Events. Family Office Private Credit Roundtable. Organiser: Global Investment Institute. Location: Grand Hyatt. Event Type: Offline (In-person)
31 sie 2020 · Welcome everyone to the meeting. Provide an overview of the purpose of the meeting: To help formulate collective goals. To review the financial picture of the family. To review and discuss family priorities, including financial and personal.
Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objective guidance.
26 sie 2022 · Whether created organically or in partnership with trusted partners, our events are always thoughtfully curated with the main objective of connecting families, principals and individuals to converge, share ideas as well as learn from peers and relevant professional.
