East Coast Family Office Conference

June 02, 2017 − by Tricap − in Industry Events − Comments Off on East Coast Family Office Conference

October 24, 2017


DC Finance is honored to present 5th Annual East Coast Family Office & Wealth Management Conference. This prestigious event provides select sponsors the platform to interact with an elite clientele, including over 200 Single Family Office executives, Ultra and High Net Worth Individuals (HNWI) representing around $100 Billion under management.

Our attendees share similar responsibilities that include managing a wide range of family assets from private issues to legal matters. Each Family Office representative is personally invited and vetted by DC Finance, creating a wealth management forum where like-minded people can exchange ideas, gain exposure to cutting edge innovation and make lasting connections.

Discussion Topics
The conference is divided to two parts. Under the investment segment we discuss anything from alternative investments, direct investments, technology, real estate, energy, impact investment, art and related topics.  The second part of the conference is dedicated to preservation and next generation planning – estate planning, intergenerational wealth and business transfer, philanthropy and related topics.


Comments are closed.