Past Events
Cross Pollinate Oregon Wine Retreat
August 13–15, 2025 | Black Walnut Inn & Vineyard | Dundee Hills, Oregon Set in the heart of Oregon wine country, the Cross Pollinate Wine Retreat offers a rare opportunity for family office principals and executives to connect in a relaxed, lightly structured, and confidential environment. Held at the Black Walnut Inn & Vineyard, just […]
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Cross Pollinate Portland Family Business Tour
Wednesday, August 13 | Portland Join family office peers on Wednesday, August 13 for intimate, behind-the-scenes tours of Portland-area businesses with family office connections. This experience, limited to 20 attendees, offers a unique opportunity to learn from local family offices and management about the issues, opportunities, and challenges they face. There will be no formal […]
Learn MoreCross Pollinate Portland Family Offices Dinner
Tuesday, August 12 at 6pm | Private Dining Room near Downtown Portland Help welcome and learn from family office principals and executives—along with their spouses and adult children—who will be in Portland on Tuesday evening, August 12, for the Cross Pollinate Retreat. This no-host dinner is an opportunity to share knowledge, resources, and lived experience […]
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Cross Pollinate Exploration – Leveraging AI in the Family Office
July 22 | 1:00 PM ET / 10:00 AM PT | Zoom | Limited to 12 participants This 90-minute virtual session will bring together family office principals and executives to explore how AI is being used—or could be used—across investment, administrative, and operational functions. Whether you’re actively implementing tools or just starting to ask the […]
Learn MoreCross Pollinate San Francisco – Family Offices Interested in Biotech Dinner
Tuesday, July 15 | Private Dining Room near Union Square | No-Host Dinner | Limited to 15–20 Attendees This private dinner will bring together family office principals and executives who are investing in, building, or exploring opportunities in biotech and healthcare. The evening will offer space for candid conversation, peer learning, and meaningful connection in […]
Learn MoreCross Pollinate Seattle – Casual Drinks and Dinner
Sharing experiences is one of the most meaningful ways we learn from our peers. Join us in a private dining room in downtown Seattle for an intimate gathering of family office principals and executives, including guests visiting from California, Oregon, and Texas. The evening will be a chance to connect, ask questions, and share stories […]
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Cross Pollinate Exploration – Establishing Your Families’ Office
This Cross Pollinate Exploration via Zoom is intended for rising generations that are in the process or have set up family offices following a liquidity event for their parents or an earlier generation. Join your peers on April 22nd at 1pm ET, 10am PT in sharing your experiences, perspective and questions in building an investment […]
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Cross Pollinate Portland Wine & Experience Sharing Dinner At Chelo
Sharing experiences is one of the primary ways we learn from our peers. Come share your experiences and stories and learn from others at the private dining room at Chelo, an Award winning seasonally inspired Mexican restaurant in NE Portland. We will be meeting in the small private dining room where you can hear your […]
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Cross Pollinate Portland Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch on April 2nd from noon to 2pm with a maximum attendance of 12 people.
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Cross Pollinate Exploration – Selecting a Wealth Manager
Thinking about outsourcing a portion or all of the wealth management for your family, or have you already? Join peers on April 1st at 1pm Eastern, 10am Pacific for a topical exploration on how evaluate and select an outside advisor to assist you in the management and allocation of your financial wealth. Come prepared to […]
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Cross Pollinate Exploration – Estate Planning – Experiences after the fact
Join the conversation on March 21st at 1pm Eastern, 10am Pacific with peers sharing their perspective, experiences and questions in regards to the passing of family members as well as the seen and unforeseen consiquences and effect in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 […]
Learn MoreCross Pollinate New York Dinner
Gather with family office peers to share your experiences, ask questions and learn from them over a “no-host” dinner from 6-9pm. There is a maximum attendance of 12 people for this event.
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Cross Pollinate Exploration – Leaving a Legacy of Values
Join your peers in a topical exploration on how best to leave a legacy of values with future generations. Come prepared to share your perspective, questions and experiences in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 participants.
Learn MoreCross Pollinate Portland – Building a Family Office Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch from noon to 2pm with a maximum attendance of 12 people.
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Annual Wine Retreat
Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended to provide fertile ground for open-ended conversation with other family office principals and executives to build trust and learn from […]
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