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This is a group for people working in a Family Offices environment and their service providers. We also welcome clients looking for referrals or investment strategy ideas. We would like to bring together, family offices professionals, financial advisers, estate planning attorneys, accountants, consultants and fund managers to discuss our industries tendencies, directions, approaches, challenges, new investment strategies and latest legal compliances.
Some Meetup will be open to business networking and referrals. We will encourage Family Office professionals to invite service providers they would like to refer. Other meetups, with your help, will be more focussed discussions on subjects relevant to our industry changes and challenges. We are looking forward to meeting everyone in a casual yet professional after-business-hours gatherings.