Family Wealth Report’s Family Office Fintech and Investment Forum – April 23-24, 2025

Family Wealth Report’s Family Office Fintech and Investment Forum – April 23-24, 2025

The Family Wealth Report Family Office Investment Forum will take place on Wednesday, April 23, 2025, bringing together industry leaders to examine investment strategies, market trends, and asset allocation insights tailored for single and multi-family offices. Register here.

On Thursday, April 24, 2025, the Family Office Fintech Forum will explore AI-driven innovations, software, and technology solutions that are shaping wealth management and operational efficiencies. Register here.

Across both days, the forum will feature panel discussions, keynote presentations, and technology demonstrations, offering attendees insights into the latest advancements and challenges in family office investments and technology. The event will conclude with a cocktail reception, providing a valuable opportunity to connect with industry peers.

Who Should Attend?

This event is designed for C-level executives, business leaders at family offices and UHNW wealth management firms, as well as investors and wealth owners considering family office structures.

Location: Citco, 350 Park Avenue, 30th Floor, New York, NY

Dates and Times:

 

info@uhnwinstitute.org

929.406.0805

© The UHNW Institute 2024

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Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry