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Family Office & Private Wealth Management Forum: Leading Financial Professionals Review the Investment Industry

Opal Group, an organization that creates leading conferences catered to top executives, is proud to announce its well-known and its largest annual event, the Family Office & Private Wealth Management Forum 2019, taking place at Gurney’s Newport Resort & Marina, Newport, Rhode Island on July 22, 2019 – July 24, 2019.

Opal Group’s Family Office & Private Wealth Management Forum attracts thousands of delegates every year. Several of our attendees that will attend include accountants, alternative lending managers, consultants, financial planners, private debt managers, succession and generational wealth planners, trust companies and more. With this many delegates attending, this will ensure our attendees have opportunities to meet potential clients.

While these delegates network and build relationships among each other, we will feature dialogue driven panel discussions that are led by consultants and family offices. Additionally, delegates will discuss relevant topics related to the investment industry such as direct investing, impact investing, non-correlated assets and many more.

During this forum, we will conduct contests and as a gift, we will be donating 100% of our collected contest fees to the Portfolios with Purpose organization.

Opal Group is an organization that hosts exclusive and high profile conferences tailored to top executives and decision makers throughout various fields. Opal Group puts their effort to only provide premier events, and accurate information. Unlike many other event making companies, Opal Group offers a unique conference format that consists of a combination of discussions, hands-on workshops, panels, one-on-one meetings and round tables to all of their attendees.

Additionally, Opal Group ensures that each event will allow for any meaningful relationships to be created between the attendees.

There is a 15% discount available for this event, use the code CSFO2019.

Family Office & Private Wealth Management Forum: Leading Financial Professionals Review the Investment Industry

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