Family Office Wealth Forum
Hamptons Monday August 14, 2023
Palm Beach Monday March 27, 2023
The 1640 Society is inviting qualified family office CIO's and leading families from across the globe to meet for a private gathering to discuss issues pertinent to them.
LEADING Family Office Forum
The Forum brings together prominent families & philanthropists who summer in the Hamptons, the greater New York community, as well as international families from Mid East, Europe and Asia who seek a private and exclusive venue to network, exchange new information & ideas and hear from leaders in the field. Speakers are predominately SFO's from across the United States and the globe including first generation wealth thru fifth generation wealth.
Family Member & CIO Panels
Hear from leading family offices from across the United States, as well as Dubai, Australia and Europe. The Forum is run by Families for Families with the Founder's & Steering Committee consisting of some of the most prominent Family Offices in the globe.
Unique Bahamian private island –the only 700 acre completely private island in the Caribbean with its own private jet length ( 5,700 feet ) runway for sale. Whether you are a very private , security conscious individual or small group of friends who wish to clear immigration / customs on your own property and build your own dream paradise , this property is brought to market by a family who has been in the Bahamas since the 1930’s and has owned over a dozen private islands in the beautiful Exum
Monroe Capital LLC (“Monroe”) is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada.
Audemars Piguet is the oldest fine watchmaking manufacturer still in the hands of its founding families (Audemars and Piguet). Since 1875, the company has written some of the finest chapters in the history of Haute Horlogerie, including a number of world firsts.
Founded in 2005 by Dr. Finian Tan and his 4 partners, Drs. Khalil Binebine, Jeffrey Chi and Damian Tan and Ms. Linda Li, Vickers Venture Partners is a leading global venture capital firm. With a presence in Shanghai, Singapore and US, the group manages 5 funds and proprietary capital to date. Their portfolio covers life sciences, technology, media, and telecommunications as well as consumer and financial services.
The Wilkinson Family of Companies was founded in 1991 by Russel Wilkinson and includes Wilkinson Global Capital, Wilkinson Development, Wilkinson Asset Management and Wilkinson Corporation. As the primary holding company, Wilkinson Corporation a boutique technology and real-estate investment firm,has been involved in the ownership, management, construction, and rehabilitation of rental investment properties nationwide since its founding in 1991.
Phoenix PharmaLabs (PPL) is a preclinical drug discovery company dedicated to the development of potent, non-addictive treatment for pain and addiction.
Brookfield is a leading global alternative asset manager, with over $365 billion of assets under management, focused on investing in long-life, high-quality assets across real estate, infrastructure, renewable power and private equity.
Advent Capital Management, LLC (“Advent”) was founded in 1995 and is a registered investment advisor with the SEC. Advent manages approximately $9.3 billion in assets across several traditional, alternative and closed-end fund strategies for corporations, public pension plans, insurance companies, endowments, foundations, and high-net-worth individuals.
First Trust Advisors L.P. (“First Trust”) is a privately-held firm that was established in 1991 with a mission to offer innovative financial solutions to financial professionals and clients. We have a relentless focus on the needs of financial professionals in fulfilling our mission to provide original ideas, inventive solutions and the highest level of service.
JPR Manager, LLC is a sponsor of real estate investment opportunities to develop, conserve, or invest in a parcel of land. We are family owned and operated, which means we are easy to contact, flexible in program structures and we can make quick decisions.
Brand Knew is a full-scale creative agency and technology studio, offering services in web development, branding, and social marketing.
TR Capital Management ("TRCM") is a niche investment advisor specializing in the purchase of creditors’ claims against companies in bankruptcy. The Fund primarily purchases these claims at discounted rates with the intention to redeem them for a profit after the debtor company has emerged from bankruptcy or liquidated its assets.
THERA Inc. provides traditional therapy using virtual reality. THERA is an opportunity for therapists to create their own virtual offices, create scheduling and book sessions for individual clients in a HIPPA compliant environment. Additionally, THERA provides clients the opportunity to select their therapist from a directory and customize their avatar therapist. The client can also customize their own avatar to maintain anonymous.
Introducing an entirely new perspective on the global cannabis market. Vertical is one of the first and largest vertically integrated companies in the legal medical cannabis industry. We have operations in AZ, CA and KY, combined with strategic partnerships in OH, and additional plans for expansion to other states, which position us to take advantage of the legalization and normalization of cannabis globally.
Founded in 1986, NEPC is known for incisive investment expertise and exceptional client service. With dedicated consultants, research and operational professionals in eight offices across the United States, all sharing their best thinking in pursuit of excellence, we are uniquely qualified to serve your family's needs. As a registered investment advisor, we strive to create customized solutions to help meet our private clients' investment objectives.
Headquartered in New York City, Acreage is the largest vertically integrated, multi-state operator of cannabis licenses and assets in the U.S. with respect to the number of states with cannabis related licenses, according to publicly available information.
Alkeon employs a bottom-up, fundamentally-driven approach to investing in global growth companies. On the long side, the Funds’ investment strategy is biased to high quality growth compounders in high barrier to entry businesses (often monopolies or oligopolies) that have strong balance sheets and cash flows and are growing at rates substantially above the market.
Lifestyle Global Brands is a global alcohol and cannabis-infused beverage company with established manufacturing sites in the USA and Australia. Our management team has over a decade of beverage experience, including successful exits to large beverage companies including Coca-Cola Amatil and Brown Forman. LGB has existing revenue with strong growth underpinned by large international distributors and key national distributors along with our own Cannabis distribution model in California.