Preserve your legacy and invest in your future 

Two days of educational presentations, panel discussions, entertainment, and networking opportunities to help further the conversation of legacy preservation within the family office space. Our highly acclaimed two-day Investment Symposium provides ample opportunity for our family office attendees to discuss the investment outlook for 2020. The Symposium offers you an opportunity to explore a wide range of investment vehicles that are gaining traction among significant family offices and provides you with concrete investment ideas that you may wish to consider as part of your own portfolio. Our event also serves as a platform for Family Offices to discuss their challenges, their success stories, and how to continue their legacy.