Partner with Family Wealth Report in 2025 to gain unrivalled access to top-tier forums and summits in New York, spotlighting critical topics such as investment strategies, cybersecurity and fintech innovation.
These exclusive sponsorship opportunities connect your brand with industry leaders and influencers driving the future of family office and wealth management.
2025 Family Wealth Report Events:
/ Family Office FinTech Forum April 2025 (Q2), New York - Page 2
/ Family Office Investment Forum Spring 2025 (Q2), New York - Page 4
/ Family Office Cybersecurity Forum Spring 2025 (Q2), New York - Page 6
/ Family Office FinTech Summit Fall 2025 (Q4), New York - Page 8
/ Family Office Investment Summit Fall 2025 (Q4), New York - Page 10 Explore Sponsorship Opportunities Today – Contact Us! www.familywealthreport.com
Family Wealth Report Family Office FinTech Forum
/ April, 2025
Forum Introduction
The Family Wealth Report Family Office Fintech Forum offers the opportunity to showcase and discuss best practice and real-life examples of adopting and investing in technology by multi and single family offices.
The Family Wealth Report Family Office Fintech Series is an established program - a brand trusted by our loyal and growing audience for over a decade. This forum will be an in-person event hosted in April, 2025 in New York
Audience Profile
This event is designed for business leaders and buy-side professionals at family offices and high net worth wealth management firms who are involved in technology and operational decisions or managing systems. We also welcome investors and wealth owners considering setting up a family office.
/ Over 70 guests.
/ SFO, MFO & UHNW individuals and family members. / C Level business leaders and senior executives.
+44(0)775 915 2116 / theodora.viney@clearviewpublishing.com / April, 2025 / New York / 8:30am - 6:00pm EST
Brand Exposure (logo & 100 word profile in summit guide & event website; logo on all event slides & banners and invitation mailers)
The Family Wealth Report Family Office Investment Forum
/ Q2, 2025 / New York / 8:30am - 6:00pm EST
Forum Introduction
Family Wealth Report is delighted to host a Family Office Investment Forum in Spring 2025, in New York. Part of the acclaimed Family Wealth Report summits, this in-person event offers thought-leadership, education, and networking opportunities for members of the Family Wealth Report network. It serves as a platform for intellectual debate on the challenges and opportunities shaping the family office and wealth management industry.
The forum will focus on investment strategies tailored to family offices, exploring portfolio diversification, sustainable investing, private markets, and emerging asset classes. Attendees will gain insights into optimizing wealth preservation and growth while navigating the evolving financial landscape.
Audience Profile
This event is specifically designed for business leaders and investment professionals at family offices and ultra-high-net-worth (UHNW) management firms who play a key role in investment decision-making.
Targeted Attendees
Chief Investment Officers
Family Office Principals
Portfolio Managers and Directors
Investment Committee Members
Investment Consultants and Advisors
Investment Analysts, Heads of Private Clients, Relationship Managers
Private Bankers, and Financial Planners
/ Over 50 guests
/ SFO, MFO, wealth managers and advisors and UHNW individuals and family members.
/ C Level business leaders and senior executives
Forum Agenda
The forum is a full day in-person event with keynotes, panel discussions, investment pitches, round table discussions, fireside chats and networking opportunities. The forum will end with a cocktail reception.
The Family Wealth Report Family Office Cybersecurity Forum
/ Q2, 2025
/ 08:30am - 6:00pm EST
/ New York
Forum Introduction
The Family Wealth Report Family Office Cybersecurity Forum is a crucial component of the esteemed Family Wealth Report Family Office summits and forums series. This event focuses on addressing cybersecurity challenges, fostering discussions on best practices, and exploring real-world applications of technology specifically tailored for single and multi-family offices. By emphasizing proactive approaches to cybersecurity, the forum serves as a vital platform for safeguarding sensitive financial and operational data within the family office sector.
Renowned for over a decade, Family Wealth Report’s summits and forums offer invaluable insights and networking opportunities. The upcoming forum will take place in-person in Q2 2025, in New York City.
Audience Profile
This event is tailored for business leaders and buy-side professionals from family offices and
high-net-worth wealth management firms involved in technology, operations, and system management. It also welcomes investors and wealth owners exploring the establishment of family offices.
To maintain a focused and beneficial environment for attendees and commercial partners, participation by sell-side guests is strictly limited.
/ 70 guests
/ SFO, MFO and UHNW individuals and family members
/ C Level business leaders and senior executives / Operations, technology, finance, compliance, client experience, investment and relationship management functions.
Forum Agenda
The forum is a full day in-person event with keynotes, panel discussions, tech demos, round table discussions, fireside chats and networking opportunities. The forum will end with a cocktail reception.
SPONSOR TYPE
Sponsor Passes Stand (networking area) Brand Exposure (logo & 100 word profile in summit guide & event website; logo on all event slides & banners and invitation mailers)
The Family Wealth Report Family Office FinTech Summit
/ Q4, 2025
Summit Introduction
/ New York
The Family Wealth Report Family Office Fintech Summit offers a distinctive platform for exploring best practices and real-life examples of technology adoption and investment by single and multi-family offices. As part of the trusted Family Wealth Report summit series, which has served a growing and loyal audience for over a decade, this event marks the tenth instalment in the program. It will be hosted as a full-day, in-person event in Fall 2025, in New York.
This summit will delve deeply into fintech innovations shaping the family office ecosystem, including advancements in wealth management platforms, cybersecurity, data analytics, and digital transformation. Attendees will gain insight into leveraging fintech to enhance operational efficiency, ensure regulatory compliance, and streamline investment processes. The event will also address emerging technologies such as blockchain, AI, and their potential to transform the management of family wealth in a rapidly evolving digital landscape.
Audience Profile
This event is designed for business leaders and buy-side professionals at family offices and high-net-worth wealth management firms who are involved in technology and operational decisions or managing systems. We also welcome investors and
5:00pm Summit Close Cocktail Reception with Networking (Agenda times are subject to change) / 8:30am - 6:00pm EST
wealth owners considering setting up a family office. Attendance by sell-side guests is strictly limited to ensure a good audience for our commercial partners:
/ Over 120 guests.
/ SFO, MFO and UHNW individuals and family members.
/ C Level business leaders and senior executives. / Operations, technology, finance, compliance, client experience, investment and relationship management functions.
The Family Wealth Report Family Office Investment Summit
/ Q4, 2025 / New York / 8:30am - 6:00pm EST
Summit Introduction
Family Wealth Report is proud to host The Eleventh Family Office Investment Summit 2025, scheduled for Fall 2025 in New York. This prestigious event is part of the renowned Family Wealth Report summits, offering large-scale thought-leadership, education, and networking opportunities for members of the Family Wealth Report network. Designed as a full-day event, the summit serves as a platform for intellectual debate on the challenges and opportunities shaping the family office landscape. A key focus will be on investment strategies, including portfolio diversification, sustainable investing, private equity, and emerging trends. Attendees will gain actionable insights into optimizing investment approaches for family offices, ensuring growth and resilience in an evolving market.
Audience Profile
This event is designed for business leaders and investment professionals at family offices and UHNW management firms who are involved in investment decision making, such as Chief Investment Officers, Family Office Principals, Portfolio Managers and Directors, Investment Committee Members,
Investment Consultants and Advisors, Investment Analysts, Heads of Private Clients, Relationship Managers, Private Bankers, Financial Planners.
/ Over 100 guests.
/ SFO, MFO and UHNW individuals and family members.
/ C Level business leaders and senior executives.
Summit Agenda
08:30am Registration and Breakfast
09:00am Welcome
09:15am Keynote 1
09:35am Panel 1
10:15am Fireside chat 1
10:35am Break
11:05am Panel 2
11:45am Round tables
12:45pm Break
1:45pm Keynote 2
2:05pm Panel 3
2:50pm Round tables
3:25pm Break
3:55pm Panel 4
4:25pm Fireside chat 2
5:00pm Cocktail reception (Agenda times are subject to change)
