CAP: Breakfast with Family Offices 2025

Overview

Oct 2nd from 7:00am – 9:15am

This breakfast briefing includes a fireside with a prominent single family office plus a panel (of SFOs) designed to get families and their advisors up to speed on where the ‘industry’ and their peers are headed in terms of governance, investment opportunities, family dynamics, and structuring and tax considerations.

The venue is intimate and will reach capacity well before the date.

When

  • October 2, 2025
  • 7:00 am – 9:15 am MT

Where

TBA

TBA

2024 Speakers

AGENDA

Day 1

  • October 2, 2025
  • 7:00 am – 9:15 am

  • October 2, 2025
  • 7:00 am – 9:15 am

Agenda

7:00 am

Registration & Breakfast

7:30 am

Breakfast Keynote

Nancy Bertrand (Citi Private Bank) will interview a prominent single family office person (TBD).

8:00 am

Panel

8:45 am

Networking

9:15 am

End

Members of CAASA

Asset Managers and Service Providers
$25.00

Investment Advisors, Single Family & Multi Family Office
Complimentary

Members of CAASA

Register Now

Non-Members of CAASA

Asset Managers and Service Providers
$45.00

Investment Advisors, Single Family Office & Multi-family Office employees
Complimentary

Non-Members of CAASA

Register Now

Thank You to our 2025 Event Sponsors