The East Coast Family Office & Wealth Management Conference 2016


From exploring Millennial Next Gen Challenges to Wealth Preservation, From Spielberg’s ‘Above and Beyond’ to Building the World Trade Center. From Cyber and Homeland Security Threats to Taking a Part at the High Tech Revolution, From Direct Investment To Alternative & Impact Investment and Philanthropy– The 2016 East Coast Family Office Conference.

Following a sold out 2015 event, we are proud to present our 3rd conference for the area’s top UHNWI and SFOs at the Union League Club. We offer not only cutting edge education but also a networking platform for local and international families you won’t meet anywhere else

Come meet families just like you, from the US as well as from the other side of the Atlantic. families who seek investments, partners, or just good friendships. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.

More than 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year’s event.   85% of our attendees are SFOs and ultra high net worth Individuals family members. Very strict guidelines are keeping this ratio intact and a thorough due diligence process is being made with each attendee.   Our events bring together American and International UHNWI, HNWI and SFOs, who enjoy the best speakers in the fields of oil and gas investments, real estate, homeland security, high tech investments, philanthropy, private family banks, families in business, direct investing, family office, estate planning, trusts and other various investment alternatives.


The 2015 Conference Speakers Included: