Upcoming Events
Cross 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.
Interested?
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 from noon to 2pm with a maximum attendance of 12 people.
Interested?
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 in 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 share your perspective, experiences and questions in this […]
Interested?
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 […]
Interested?
Cross Pollinate Fall Foliage Tour
The event is being coordinated with Cross Pollinate Community member, Mike Kane, with a tree planting occurring at his home and farm in West Chester, PA.
Interested?
Cross Pollinate Southeast US Gathering
Cross Pollinate is helping coordinate a unique experience on a private property in Georgia. The event will be hosted by a single family office several hours from Atlanta.
Interested?
Zimbabwe Trip
The Zimbabwe trip, last held in 2023, is custom designed for up to ten attendees with top notch meals, accommodations and safari and cultural experiences. By many, this would be considered a once in a lifetime program.
Interested?Support Us
Cross Pollinate is structured radically different from traditional conference, networking, or membership organizations in the family office space. It is a peer-led organization where content is generated by, not sold to, the community.
In order to stay true to our mission and to reduce conflicts of interest, Cross Pollinate does not have sponsors or allow attendees to solicit other attendees. Most events are non-hosted, with each attendee responsible for their own costs as well as a proportional share of the overhead for the event (including the attendance and costs of the coordinator).
As part of the community, we ask participants to donate their time, questions, and expertise and to show up willing to listen and share. Contributions may include hosting an event, sharing expertise, mentoring a peer, or contributing monetarily for the coordination effort or overhead.
Most Cross Pollinate attendees are familiar with multiple forms of capital. They happily exchange financial capital for intellectual and relational capital when paying for degrees from prestigious universities or attending conferences. We expect the Cross Pollinate Community will contribute various forms of capital to the community. If you would like to discuss additional ways to contribute, please contact us.
