Free

Family Office Summit

Event Information

Share this event

Date and Time

Location

Location

Second Floor Rotunda Building

300 Frank H Ogawa Plaza

Oakland, CA 94612

View Map

Event description

Description

The Impact Technology Fund is hosting its 2019 West Coast Family Office Summit on Thursday, February 28, 2019.

Our event begins at 1:00 pm in the afternoon and our program will cover four areas. These include: 1) types of family offices, 2) family office operations, 3) family office investments, and 4) family office services.

Guest speakers and moderated panel discussions will provide informative and current information on these important topics.

Participants include Michael Caruso, MC ² Consulting; Michael Beardsley, Impact Technology Fund; Todd Ganos, IWC Family Offices; Matthew Le Merle, Fifth Era & Keiretsu Capital; Ray Mac Mahon, Impact Technology Fund; Craig Martin, Family Wealth Consulting Group; Keith Spears, Skytree Capital Partners; Steve Wilkinson, Wilkinson Wealth Management, and others.

The formal program will end at 4:00 pm and will be followed by a networking reception.

This is a free event and we encourage affluent families, accredited investors, and family office personnel to attend our event. Food and beverages will be provided.

Share with friends

Date and Time

Location

Second Floor Rotunda Building

300 Frank H Ogawa Plaza

Oakland, CA 94612

View Map

Save This Event

Event Saved