Annual Symposium

Our annual symposium allows the buy-side family office community at large to benefit from leading industry research and networking; and promotes Texas as an important center for capital formation and investment. It caters to single family offices only. No multi-family offices, registered investment advisors, broker dealers, or sales representatives can attend. For families and single-family office professionals, it’s an opportunity to hear from leading practitioners on family office and investment related issues and learn about the latest policy research in a variety of fields. There are many family office events you can attend these days, but ours is the only service provider free conference for family offices in North America.