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June 2019
New York City

Honor your Legacy. Find your Role. Influence the Future

Creating a Community for the Future Leaders of Multi-Generational Wealth Families

Bringing together the Next Generation of Family Leaders

Transition & Succession: Integrating Goals Across Generations

Understand how best to successfully transition from one generation of the family to the next whilst maintaining core family values.

Investment Strategy: Considering Long & Short Term Goals

As family leadership move from one generation to the next, understand how best to set clear investment goals and purpose.

The Future of the Family Office in a Changing Society

Examine the role that future family leaders can play as we move through times of societal, political and economic change.

Apply for a place at the Forum for the Next Generation of Family Office Leaders

There is a strict registration criteria for this event. 

Attendees from multi-generational wealth families can apply for a place to attend by filling in the booking form here:

Completion of the form does not guarantee a place at the event and you may need to provide further information before your place is confirmed.

We define multi-generational wealth families as those that have invested at least $50m into funds in the last two years or that hold at least $200m in funds, business ventures or real estate.