Family Office & Private Wealth Management Forum 2025

Sponsor: Opal Group

Event Name: Family Office & Private Wealth Management Forum 2025

Host: Opal Group

From Date: July 21st, 2025

To Date: July 23rd, 2025

Event Type: Live

Venue Name: Newport Harbor Island Resort

City: Newport

State: RI

Description of Event:

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, where you’ll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July– the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

CONFERENCE FORMAT

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

Event Webpage/Registration info: Click here for more information and to register!