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The 12th North American Family Office Conference

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Location

Location

Langham Hotel Boston

250 Franklin Street

Boston, MA 02110

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

Over the next two decades, UHNW families will hand over $2.1trn to their heirs. This represents a significant challenge and opportunity for families. Since wealth transfer is not just the transfer of assets from the current generation to the next. It is a much more involved process that includes education, values and leadership — and families know it. In 2016, succession planning topped the family offices’ list of priorities, and this year, just under half of family offices globally have a succession plan in place — that means that more than 50% don’t. With this in mind, Campden Wealth’s 2017 North American Family Office Conference focuses on wealth transfer and the tools and strategies needed to build a multi-generational legacy.

The 12th annual North American Family Office Conference, will guide families through the different aspects of wealth transfer – from transforming an investment portfolio and structuring a family unit that is based on multi-family leadership, to educating and interacting with the next generation. You will hear from leading next generation leaders including Ken Natori, Ian Smith, Bobby Sager and Robert Pasin, as well as experts such as Vincent Valera and J.P. Flaum.

As always, this conference will provide leading US and global multi-generational family offices the opportunity to network, benchmark best practices, and learn from leading thought-leaders in a private and congenial setting.

Each year Campden Wealth brings together more than 100 heads of families from around the world. Through a series of family-led interactive panel discussions, small group roundtables, and intimate, closed-door sessions, this prestigious conference is designed to be thought-provoking and to provide actionable insights to help families determine their future agendas.

Standard ticket includes:

• Attendance at the conference for two days 28th & 29th
• Reception at the home of Bobby Sager 27th
• The Big Grill 27th
• Cocktail reception 28th
• Private dinner 28th
• Online access to speaker presentations after the event

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.

Hotel accommodation
We have a special rate of $280 at Langham Hotel Boston that ends on November 13. To take advantage of this discount, reference “Campden Boston” when calling the hotel or click onto the Accomodation tab on our website: www.campdenconferences.com/boston. Hotel reservations are not included in the standard ticket price and it is the responsibility of the attendee to purchase hotel accomodations separately, which are available on a first-come, first-serve basis.


To book your place or if you have any questions, please contact:

Steven Sklar
Marketing Executive, Americas
Campden Wealth
T: 212-204-2586
E: stevensklar@campdenwealth.com

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Date and Time

Location

Langham Hotel Boston

250 Franklin Street

Boston, MA 02110

View Map

Refund Policy

Refunds up to 30 days before event

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