Family Office & Private Wealth Management Forum 2025

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🌊 CIOinsights is proud to be a media partner for Opal Group’s flagship event β€” The Family Office & Private Wealth Management Forum 2025!

πŸ“… July 21–23, 2025
πŸ“ Newport Harbor Island Resort (formerly Gurney’s Newport), Newport, RI

As Opal Group’s largest family office event globally, this renowned forum brings together over 1000 delegates from family offices, private investors, and investment managers to explore strategies for preserving and growing family wealth.

🏁 The event sets sail with the much-anticipated Regatta Cup, offering a unique opportunity to build connections, exchange insights, and network in a relaxed and scenic setting along the Newport coastline.

Over the course of three engaging days, attendees will navigate current market shifts and learn from expert-led discussions on topics including:

  • πŸ“ˆ Direct & Impact Investing

  • 🧭 Portfolio Diversification & Non-Correlated Assets

  • πŸ’‘ Succession Planning & Wealth Preservation Strategies

Join us this July in picturesque Newport for a rich blend of learning, networking, and legacy-focused conversations. The forecast? High tides of opportunity and collaboration! 🌀️


Register Now!