Palm Beach, FL

The Ben West Palm Beach 251 N Narcissus Ave. West Palm Beach, FL 33401

For the 18th year, we host Campden Wealth’s 18th Annual Family Office Forum, a compelling two-day program in Palm Beach from November 15-16 (pre-night Nov. 14) with a focus on all aspects of the family office, including family office governance, succession planning, investment structuring, tax, regulation and more. We explore the key strategies and best practices for effectively managing family offices, ensuring smooth transitions, and fostering sustainable growth. We delve into specific governance structures, family dynamics, and effective NextGen transfer of leadership and wealth.

Gain valuable insights and network with industry experts and peers at this forum, designed specifically for family office principals, COOs, CEOs, and CIOs. We will be discussing the most common challenges family office leaders are actively addressing and how we can plan for 2024. 

Conference Chair:

Ken Goldman, Former President, Hillspire, LLC; IPI Member

Ken Goldman returns this year to Chair our 18th Annual Family Office Forum. Former Chief Financial Officer of Yahoo, Ken also led Hillspire, the family office of former executive chairman and CEO of Google Eric Schmidt.

Throughout his forty-year professional career, Ken has served as Chief Financial Officer of multiple public and private companies and has played a significant role in guiding three companies as they went public.

We are delighted to have Ken chair our Family Office Meeting again.

Conference Venue:

The Ben West Palm Beach

251 N Narcissus Ave.

West Palm Beach, FL 33401

The group rate of $379 per night plus applicable taxes 

Cut-off date: October 25, 2023 or until rooms are sold out.

To register, email Dylan Meyer at dm@memberlink.net.

Book your group rate for Campden Wealth Family Office Forum

CPE and CFP Accreditation

Continuing education credits are available for CPE (Continuing Professional Education) and CFP (Certified Financial Planners) in Specialized Knowledge & Applications.