Loading Events

« All Events

  • This event has passed.

Family Office & Endowment Forum

September 15, 2014 - September 16, 2014

Conference Details:
As part of the Private Wealth Series, this family office and endowment conference is Opal’s premier event for high net worth individuals, family offices, and endowments. The Vancouver program is tailored to Canadian investors who have an interest in new and exciting investment opportunities world wide. Whether you are interested in learning more about real estate, real assets, or how to continue to build on existing wealth, this conference gives delegates the opportunity to learn and mingle with industry experts.
Topics Will Include:
  • Government Regulation and Taxation for 2014 and Beyond
  • New Investment Styles for Family Offices
  • Best Practices in Family Philanthropy
  • Family Office Reporting
  • Asset Protection Strategies
  • Challenges of the Trustee/Beneficiary Relationship
  • Creating a Family Constitution
  • Asset Allocation Best Practices
  • Manager Selection
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Fixed Income and Credit
  • Equity Investing
  • Energy
  • Emerging and Frontier Markets
  • Choosing the Right Advisor/Consultant
and many more!
Who Should Attend:
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.
Past Industry Representation:
Chart 1: Investors vs. Money Managers and Service Providers

Chart 2: Institutional End Investors


September 15, 2014
September 16, 2014
Event Category:


Renaissance Vancouver Habourside Hotel
1133 West Hastings Street,Vancouver, British Columbia
Vancouver, British Columbia V6E3T3 Canada
+ Google Map