about
The Inaugural Women’s Family Office Retreat brings together 50-75 women in the family office community for a 2-day retreat in Charlottesville, Virginia. A thoughtful mix of family office principals, family members and multi-generational family business leaders will unite for educational content, connection and memorable activities.
Be the first to know when registration opens for our 2024 Women’s Family Office Retreat.
what to expect
TWO DAYS TO ADVANCE YOURSELF
CONNECT WITH PEERS
Build stronger relationships with your peers in the family office community, ranging from investment professionals to all generations of family members.
LEARN FROM LEADERS
Hear from speakers including Chief Investment Officers, C-Suite leaders of multi-generational businesses and experienced Advisors.
GROW YOUR FINANCIAL LITERACY
The program is designed for all levels, with topics ranging from Asset Management 101 to Building a Family Office to Succession Planning.
BE MORE PREPARED
Participate confidently in board meetings and investor meetings, knowing that you have a network of family office peers as a valuable resource long after the event concludes.
who should attend
FAMILY OFFICE PRINCIPALS
Professional staff members at family offices, including: Chief Investment Officers, Investment Teams, COOs, CFOs and General Counsels.
SINGLE FAMILY OFFICE MEMBER
Single family office members, including G1, G2, G3 and beyond. We encourage family members of all ages to attend.
MULTI-GENERATIONAL FAMILY BUSINESSES
Multi-generational business leaders and high new worth individuals considering a family office structure.
SELECT ADVISORS (BY INVITATION ONLY)
Select experts that work with family offices on investment, legal and governance.