15th North American Family Office Conference

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Boston

Boston, MA

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Campden returns to Boston for the 15th North American Family Office Conference, November 16-18, 2020.

In 2019 we launched our 6th annual Global Family Office Report which featured insight from over 360 responses of ultra-high net worth families. You can request your copy of the report here.

Some of the themes we are exploring include:

  • Family and organizational culture
  • Next generation education for successful succession and transition
  • Relationship management for non-family execs
  • Strategic planning for families (and creating the challenging 5-year plan)
  • Communication from inside to out of the family office
  • Best practices to set up, or maximize efficiencies, in a family office

On November 16, Campden will feature a technology showcase featuring the latest financial tech platforms and cyber defenses for family offices.


*Please note registration is subject to approval and event fee


For questions and information on how you can register contact Steven Sklar:

Phone: (212) 204-2586

Email: stevensklar@campdenwealth.com




FAQs

How can I contact the organizer with any questions?

Phone: (212) 204-2586

Email: stevensklar@campdenwealth.com


What's the refund policy?

Cancellations must be received in email 30 days before the event begins. No refunds can be made for cancellations received after this date. Cancellations received 30 days before the event begins will be subject to a 25% administration fee.


Is my registration fee or ticket transferrable?

Registration may be transferred to another delegate within the same family, family office or advisory firm. Campden Wealth reserves the right to refuse registration or admittance to the conference. If admittance is refused, a full refund will be made.

What is your code of conduct?

Our events are private meetings. Direct sales pitches are inappropriate. We carefully manage the number of sponsoring partners to ensure you will meet an optimum number of peers. Participants can use the information received, but neither the identity nor the affiliation of the speaker(s) nor that of any other participant may be revealed. Please respect the privacy and confidentiality of all attendees.


Who should attend?

Attendance is restricted to significant family members and principals, executives from family businesses, family controlled private investment offices (unaffiliated with any bank or financial services firm or corporation) and their close advisors.


Are there sponsorship opportunities?

For details on sponsoring the event please find details here.

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Boston

Boston, MA

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