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The Virtual Family Office Wealth Conference

Oct 13th - Oct 15th 2020
Zoom Webinar

Our world has fundamentally changed due to the coronavirus pandemic, disrupting the great American way of life.

The effects of this virus have left most of us wondering how the economy will deal with the budget deficit, what the rebuilding efforts will be and when can we return to normal.

Still, more questions remain. What will this current budget deficit do in the long run? What will the future of higher education look like? What is in store for virtual healthcare or commercial real estate?

Ultimately, we’re left asking how we can identify future black swans and prepare for the great unknown.

This uncertainty has no doubt rippled through the family office world—but amidst great volatility remains great opportunity, and family offices are waiting to pick their spots. Specific opportunities in the distressed real estate sector, private jets and luxury travel are of increased interest to families. A greater discussion on where value remains is also taking place as investors evaluate alternatives, gold and real estate.

The all but forgotten concept of the virtual family office is back on the table now as families were forced into remote working and liaising with teammates virtually. While some had seamless experiences, others had to act quickly and decisively to put new procedures in place. So now that family offices are set up virtually, the question remains: will we ever go back to the way things were?

This year, our virtual format will have the “best of” our live events including guest speakers, panel discussions, workshops and family office-led breakout groups.

In this challenging time, the 17th Annual Institutional Investor Family Office Wealth Conference strives to foster a virtual family to family dialogue to help us get through this together.

We hope you will be able to join us October 13-15, 2020.

Advisory Board

Bei Saville, Chief Investment Officer, Fingerboard Family Office (New York, NY)

Markus Kalina, Managing Director, Atalo Capital (New York, NY)

Colby Hanks Baer, Analyst, Eaglebine Capital (Dallas, TX)

Clay Bradley, Vice President, Eno Farms, Inc. (Atlanta, GA)

Robert Terrell, Director of Investments, Karlin Asset Management (Los Angeles, CA)

Michael T. Kane, President, Kestrel Investments (Wayne, PA)

Richard Feldman, Managing Director, Rijo Investment Group (Encino, CA)

Clive Fleissig, President and Co-Founder, Rochester Advisors (Los Angeles, CA)

Doug Bryant, President, Settco Management (Pierre Part, LA)

Tommy Mayes, Executive Advisor, Sungate Capital LLC (Winter Park, FL)

Michelle Clements, President, Synergy Trust Partners (Jackson, WY)

Fritzi Hallock, Principal, The Greenland Corporation (Baltimore, MD)

Doit Koppler, Managing Director & Treasurer, Third Security LLC (Radford, VA)

Robert Mischel, Chief Operating Officer, Wurwand Family Office (Dobbs Ferry, NY)

Register Your Interest

Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.

For Family Offices interested in participating, please contact:

Kristen Oliveri

Program Director, Family Office
+1 212 224 3658


For Asset Managers interested in becoming a sponsor, please contact: 

Usha Bhate

Executive Director
+1 212 224 3429