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Forum Overview

The Forum is an annual private meeting of American families of substantial wealth. Each family must be represented by members of the leading generation overseeing the family’s assets and the rising next generation. Through shared learning, the Forum will address subjects that are critical to achieving successful transition of wealth, power and control.

 

Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of participating single-family office leaders and trusted representatives.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

The Forum offers a private and safe environment for family offices to explore highly sensitive and timely issues while developing meaningful and lasting connections with their peers from across the world.

STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kate Ross

Forum Director