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Fortune Favours the Prepared

Building on Campden Wealth’s virtual family office intelligence hub, the 17th Family Alternative Investment Forum is a digital platform designed to outline and debate the megatrends which will have a lasting impact on portfolios and asset allocation strategy.

With the road ahead looking more inflation-prone and volatile – not to mention the global, technological and impact driven agendas – the strategies which have been notably successful in recent decades are starting to crack. Now more than ever, it is imperative to unearth opportunities to protect and grow capital in a very different era. Through a series of focused family case studies, this essential meeting will assist you in formulating and executing the strategies for the years, decades and generations ahead.

Benefits of Attending

• Develop action-based steps on how to optimise a multi-asset portfolio

• Understand how to fine-tune your family office as a strategic alternative investor

• Compare how effectively you are balancing capital growth with capital preservation

• Gain insight into how your peers are executing their global, technological and impact driven priorities

• Learn how inflation and interest-rate rises will affect your alternatives allocation

• Communicate freely in a private peer-to-peer network meeting

A strict qualification criteria applies:

This has been developed for members of UHNW financial families as well as principals and trusted C-level executives of private family offices. Respecting the pillars of privacy and trust, the initiative takes place under Chatham House rules with zero media intrusion to enable unrivalled opportunities for uncovering the most valuable peer experiences in a “safe harbour” environment.

This meeting is open exclusively to:              

• Family principals and other family members

• Family office chief executives of single and private multi-family offices (unaffiliated with any bank or financial services firm or corporation)

• Ultra-High-Net-Worth private investors 

For more information on the upcoming conference: