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National Family Office Forum
Aberdeen Asset Management  •  Acacia Wealth Advisors  •  AIG Private Client Grp  •  Alpha Associates  •  Alternative Investment Mgmt LLC  •  Alvery Bartlett Grp  •  Angeles Partners LLC  •  Arbit Family Office   •  Argos Partners LLC  •  Artio Global Mgmt LLC  •  Aston Pearl  •  AUA Private Equity Partners  •  Bergendahl Holdings  •  BNY Mellon Family Office & Advisor Solutions  •  Bolour Associates  •  Bott Group Family Office Services  •  Branford Castle Inc  •  Bretten Global  •  Business Valuations Ltd & Privatus CIO Svc  •  Capital Innovations LLC  •  Cato Capital LLC  •  Ceann Co  •  CFG  •  Chao Family Office DITMo  •  Citi Private Bank  •  Dolphin Capital Gp  •  Eastern Federal Corp  •  Entrust Group  •  Family Office Real Estate Partnership  •  Family Office Recruitment  •  Family Office Review  •  Forbes Private Capital  •  Four Peaks Capital Management LLC  •  Franklin Park LLC  •  Freestone Capital Mgmt  •  Gainsborough Capital LLC  •  Generation Strategic Advisors LLC  •  GenSpring Family Offices  •  Gorelick Brothers Capital  •  Hall  •  Harris myCFO Investment  •  Hulthage Family Office  •  Inherting Wisdom (4th Generation Family Member)  •  Ironsides Asset Management  •  Johanson Family Office  •  Kellner Dileo Cohen & Co  •  L Investments  •  Ledger Petroleum  •  Legacy Capitals LLC  •  Mack International  •  Macroeconomic Advisers  •  Marketfield Asset Mgmt  •  Melrose Robertson  •  Mercer Hammond  •  Montrose Accounting Co  •  Montrose Capital Group LLC  •  MSF Capital Advisors  •  Northside Capital Mgmt  •  Oil States Trading LLC  •  Pathstone Family Office  •  Pension & Investment  •  Penton Media  •  Pharaoh Mountain Partners  •  Pictet Asset Mgmt Inc  •  Pitchbook  •  Private Asset Mgmt  •  Private Wealth & Financial Advisor  •  Rising Tide Fund Advisors  •  Rooney Holdings  •  Rosemont Capital  •  Sands Capital Mgmt  •  Tamarix Capital Corp  •  The Greenway Family Office  •  The Nelson Center for Emotional Healing  •  The Pritzker Group  •  Triumph Management Company  •  Trust & Estates  •  Unity Resources LLC  •  Valgard Capital Partners  •  Veritable LP  •  Villafranco Wealth  •  Vogel Consulting Group  •  W A Zappettini Group, Inc.  •  Waterstreet Family Capital Counsel Inc  •  Worth  •  Yadsun Enterprises
Reserve your room at the Intercontinental soon! Rooms are booking quickly!
50 Family Offices Already Confirmed to Attend

Featured Speaker Podcast

RJ Senese, CFA RJ Senese, CFA
Senior Portfolio Manager
Artio Global Management LLC


Featured Speaker Podcast

Richard Orlando Dr. Richard Orlando
Founder & CEO
Legacy Capitals LLC
Listen to this Podcast »
(10 min 54 sec)

Why Attend - Directly from the Family Office Community

New for 2013

  • A variety of formats, including a higher number of interactive sessions, allowing for greater access to thought-leaders and to family office peers.
  • Special programs for family members interested in learning more about investments and philanthropy  in a non-intimidating, highly educational format for a range of backgrounds and expertise – from novice to experienced alike.
  • Dedicated off the record, peer-to-peer discussions in a non-commercial setting.
  • Investment sessions designed by CIOs and leading investment professionals within family offices.

World Congress is proud to announce the return of the National Family Office Forum. This Forum was developed to provide family offices with an exclusive platform to exchange information critical to further generating wealth and preserving capital with fellow family offices.

Quality is Paramount

To assure a ratio of attendees where the family office community is largely represented, space at the National Family Office Forum will be limited to assure the following ratio:

No more than 30% of the audience will be Fund Managers or Professional Services Firms (Law Firms, Vendors, et al).

Similarly, the speaking faculty will be primarily comprised of speakers representing family offices with a limited number of speaking positions available for best-in-class asset managers and service providers in select thought-leadership roles. 

For additional information on the program including speaking roles, please contact:
Rachelle Young

For sponsorship opportunities, please contact:
David Capobianco  
+1 781 939-2635 



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