John D. Rockefeller established the first family office in 1882 to manage his family's wealth. Today there are some 3,500 family offices in the U.S. and about 600 family offices in the UK and Continental Europe, each managing between £100m and £2bn-plus and providing professional and personal services to very wealthy families.

Having the talents of financial, tax and legal professionals under one roof, family offices help secure a family's financial future by building, preserving, and transferring family wealth and legacy. The sheer scope of possibilities and combinations mean that truly unique and challenging issues can be addressed in a wholly customised way through family office structures.

Implementing an asset allocation strategy that not only conserves wealth, but augments and grows the family wealth is of the highest importance to family offices. At the 9th annual Family Office Investment Summit next spring we will continue to explore the best ways to map out their portfolios with a wide variety of investment topics including property investing, private equity, and impact investing as well as risk management and mitigation.

Standard is rising every year and approach is innovative, it meets the needs of single family offices, I will encourage peers to attend.


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Each year, the Family Office Investment Summit presents expert insights on the very latest industry developments, with an in-depth conference programme featuring a mixture of sessions and speakers, offering CPD accreditation.
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Why attend?

We strive to create an event built upon your changing needs within such a demanding and constantly evolving industry. 2017 and beyond is set to bring greater challenges and opportunities following far-reaching changes within the financial world.
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