David’s Articles

David has been writing and publishing since 2006.  

This post was written and published prior to September 2023 when David and his prior firm, Family Capital Strategy, merged with Greycourt.  Views expressed reflected David’s personal views at the time and do not necessarily reflect the views of Greycourt.  Posts and information may be out of date and should not be relied upon for investment advice.

2021 Family Office Conference Master Calendar

Jan 14, 2021 | Family Wealth

Easily printable version here

The conference calendar for families and family offices is already starting to fill up for 2021. A number of events are still being held virtually, but heading into the second half of 20211, a number look to be back in person. Below is a list of notable events currently scheduled. You can also find an easily printable pdf version here.

Jan 26th – 28th – Family Office Exchange – Private Trust Company WorkshopVirtual

Feb 24 – 25 – Family Office Exchange – Rising Gen Leadership ProgramVirtual

Mar 9 – 11 – Campden Wealth – Family Office MeetingVirtual

Mar 23rd – 25th – Family Business Magazine – Transitions SpringVirtual

Mar 23rd – 24th – Opal Group – Family Office Winter Forum  – Virtual

May 11 – 13 – Institute for Private Investors – Spring ForumVirtual

June 8 – 10 – Campden Wealth – Family Investment and Alternatives Meeting

Sept 21 – 22 – Institute for Private Investors – Fall Forum

Sept. TBD – South Eastern Family Office Forum

Sept. TBD   – Family Office Exchange – Trustees and Beneficiaries Workshop

Sept. TBD – The Gathering

Nov. – Gleneagles Family Conference Invite Only

Dec 6 – 8 – Institute for Private Investors – End of Year Forum


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