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    Family Office & Private Wealth Management Forum West 2025

    Anna DovzhenkoBy Anna DovzhenkoJune 27, 2025No Comments2 Mins Read
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    Private Wealth Management
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    Opal Group Presents the Family Office & Private Wealth Management Forum West 2025: An event for family offices, investment managers, academics specializing in family businesses, accountants, consultants, alternative lending managers, attorneys, emerging managers, financial planners, and more. 

    October 22nd– 24th, 2025 ( Napa, CA)– Opal Group, a dynamic event that discusses with family offices and investment managers the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. 

    “Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth and uncork the various investment strategies in which to keep their portfolios growing and plentiful.” said Dan Meador, Head of Production & Business Development at Opal Group. “Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.”

    The Family Office & Private Wealth Management Forum West 2025 will forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

    For more information on Opal Group’s, Family Office & Private Wealth Management Forum West 2025 visit, https://bit.ly/3F09okB 

    Contact:

    Sofia Avalos

    Marketing Assistant

    savalos@opalgroup.net

    212.532.9898 x210

    Private Wealth Management
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    Anna Dovzhenko

    Anna Dovzhenko is a skilled PR and advertising professional with a strong focus on content strategy and brand communication. With a keen eye for storytelling and a deep understanding of audience engagement, Anna specializes in crafting compelling content that builds brand identity and drives results. Her expertise spans media relations, digital campaigns, and content development, making her a valuable asset in any marketing or communications team.

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