Blogs
·
February 19, 2025

Family Office Event Calendar 2025

If you’re part of a family office—or serve UHNW clients—these are the must-attend conferences, forums, and social events happening in the US for the remainder of 2025. Mark your calendars and get ready for unparalleled networking, investment insights, and luxury experiences.

Family Office Event Calendar 2025

March 2025

  • March 10: Family Office Winter Forum – New York, NY. Hosted by Opal Group, this forum offers interactive panel discussions on investment trends, family governance, and impact investing.
  • March 17: SuperReturn Family Office North America – Miami, FL. Part of SuperReturn North America, this event gathers senior decision-makers from leading family offices to discuss private market investments and networking opportunities.

April 2025

  • April 10–13: The Masters Tournament – Augusta, GA. Iconic golf event known for its exclusivity and VIP presence.

May 2025

  • May 3: Berkshire Hathaway Shareholder Meeting – Omaha, NE. Known as “Woodstock for Capitalists,” hosted by Warren Buffett.
  • May 3: Kentucky Derby – Louisville, KY. A classic horse race merging high fashion and high finance.
  • May 5–8: Milken Institute Global Conference – Beverly Hills, CA. Hosted by the Milken Institute, this event covers finance, healthcare, philanthropy, and more.
  • May 19–20: Campden Wealth Family Office Forum – Palm Beach, FL. An intimate Campden Wealth event featuring discussions on wealth strategies and succession.

June 2025

  • June 4–6: ALIGN: Connecting the Family Office with the Family – Chicago, IL. Organized by The Family Office Professional, this conference focuses on aligning family offices with the families they serve, addressing governance, succession, and wealth management.

August 2025

  • Aug 24–Sep 1: Burning Man – Black Rock Desert, NV. An unconventional festival attracting visionary thinkers and some HNWIs.
  • Aug 26–27: Family Office & Private Wealth Legacy Summit. Another Opal Group event exploring trends in family wealth management, including social impact investing, technology, and sustainability.

September 2025

  • Sep 14–16: Institutional Investor West Coast Family Office Wealth Conference – Laguna Beach, CA. Insights from CIOs, strategists, and thought leaders at Institutional Investor.

November 2025

  • Nov 20: USA Family Office Conference – Beverly Hills, CA. Hosted by the Global Family Office Community, this event brings together 100+ family office members for peer networking.

December 2025

  • Dec 4–7: Art Basel Miami Beach – Miami, FL. The world-renowned art fair attracts collectors, investors, and cultural leaders.
  • Dec 31: St. Bart’s New Year’s Eve Celebrations – St. Barths, Caribbean. High-profile island festivities to ring in 2026.

Stay Ahead with Data-Driven Family Office Insights

The family office ecosystem is more dynamic than ever, and events like these provide unmatched opportunities to connect with leaders shaping the future of wealth management. Pairing networking and education with tools like TrafficIQ use cases can help you maximize ROI from these gatherings.

If you want to identify, engage, and convert the right family office prospects faster, start your free trial today.