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About Us
The Big Apple is host to Opal Group’s Family Office Winter Forum. Whether by bridge, tunnel, or taxi, the schlep to Times Square will be well worth it! Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps.
Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors.
Themes of family governance, alternatives, and impact investing, will have even the most cynical of New Yorkers believing in their financial future. The Family Office Winter Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.
What Makes Us Different
Our conferences offer a combination of discussions, hands-on workshops, panels, one-on-one meetings, and roundtables to ensure that the right information is delivered in the right format. We take pride in our dialogue-driven panel discussions led by industry leaders.
We believe an important part of our role is that of a “relationship broker.” Opal Group ensures that each conference provides ample opportunity for our delegates to create meaningful relationships with like-minded professionals. We offer unique networking environments that elevate the conference experience for the participants.
Our History
Founded by Abe Wellington in 1998, Opal Group started in a small humble office in Mount Kisco, NY. The first few conferences the company produced were a monumental success and quickly propelled Opal Group as a key player in the industry. It wasn't too long before the company outgrew the small office and moved to New York City.
As the company grew, Opal Group added more conferences in the finance industry to its repertoire. Shortly after that growth helped thrust the company to the next level, Opal Group decided to pursue other industries.
Now, Opal Group organizes conferences in various industries including, Finance, Life Sciences, Healthcare, Technology, Facilities Management, Athletics and Human Resources.
Source : Event Website
Source : Event Website
| Event Name | City | State | Atendance | Exhibitors | Date |
|---|---|---|---|---|---|
| Family Office Winter Forum 2021 | - | - | Mar 23, 2021 | ||
| Family Office Planning & Structure Forum 2020 - Opal Group | - |  verified |
Jul 01, 2020 | ||
| Family Office Winter Forum 2020 | - | - | Mar 03, 2020 | ||
| Family Office Winter Forum 2019 | New York City | New York | - | - | Mar 06, 2019 |
| Family Office Winter Forum 2018 | New York City | New York |  estimated |
- | Mar 01, 2018 |
| Family Office Winter Forum | New York City | New York | - | - | Mar 10, 2015 |
| Family Office Winter Forum | New York City | New York | - | - | Mar 12, 2014 |
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verified |
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