Press Release

Opal Financial Group Presents the Family Office & Private Wealth Management Forum West

By June 17, 2023 No Comments

Napa, CA – Opal Group is pleased to announce the highly anticipated Family Office & Private Wealth Management Forum West. This annual event, hosted by Opal Group, brings together industry leaders, investment managers, and families from Northern California, the fastest-growing region for newly structured family offices in the world. The conference will take place from October 18-20, 2023, and will focus on investment strategies such as Private Equity, Venture Capital, and Technology, which are prevalent among the first and second-generation families from the Silicon Valley.

The Family Office & Private Wealth Management Forum West offers a unique platform for investment managers and families to engage in meaningful discussions, share their wealth-building foundations, and explore various investment strategies to ensure continued growth and prosperity in their portfolios. This conference will provide a comprehensive overview of the latest trends and opportunities in the industry.

“Opal Group is excited to host the Family Office & Private Wealth Management Forum West, bringing together a top-tier group of private wealth professionals,” said Dan Meador, Head of Production & Business Development at Opal Group. “This event will provide a valuable opportunity to delve into topics such as impact investing, alternatives, and the trustee beneficiary relationship. Delegates will have the chance to network, gain insights, and expand their knowledge within a diverse and influential community.”

The program will feature a wide range of discussions and presentations, covering various investment strategies, emerging trends, and innovative approaches to wealth management. Delegates will have the opportunity to learn from industry experts, engage in interactive sessions, and exchange ideas with peers.

Opal Group invites private wealth professionals, investment managers, and industry practitioners to join the Family Office & Private Wealth Management Forum West in Napa, CA this October. The event promises a rich blend of informative sessions, thought-provoking discussions, and networking opportunities within a vibrant community of like-minded individuals.

For more information and to register, please visit the event website at https://www.opalgroup.net/trk/fopwmfwc2301.html 

Media Contact:

Kimberly Pacheco

Marketing Coordinator

[email protected]