Our Fall Events comprise the MFO Forum and the SFO Forum, which are usually held over three to four days.

The MFO Forum is open to executives of the listed firms that participate in the current year’s Multifamily Office Study. In addition to the release of the findings from the current year’s research, this two-day event includes discussions, panels, peer group breakout discussions and special presentations by leading experts in the country on topics that are timely and critical for the family wealth industry. Award presentations to leading MFO firms, and special networking sessions round off this event which is unparalleled in the industry.

The SFO Forum, also held in the Fall, is open to executives and members of bona fide single family offices and family office organizations. The results of the research on the SFO space are released and comparative data are analyzed. An array of discussions, panels, special presentations by leading experts in the country and peer group breakouts make for an exciting, educational and successful relationship-building event.