Upcoming Events
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 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 Portland Wine & Experience Sharing Dinner
Sharing experiences is one of the primary ways we learn from our peers. Come share your experience and learn from others at this quiet, private, venue where you can hear your peers share their experiences in a confidential environment. Get perspective, ask questions and share your experiences over wine and dinner. The “no-host” dinner will […]
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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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Oregon Wine Retreat
Tentatively planned for August 13-15th, 2025 at the Black Walnut Inn & Vineyard about an hour south of Portland, Oregon. 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 […]
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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.
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Cross Pollinate Southern Africa
The Cross Pollinate Southern Africa trip, last held in 2023 and is scheduled for the summer of 2026. While the 2023 event included minors and was mostly in the nation of Zimbabwe, the 2026 Cross Pollinate trip will include South Africa and Zimbabwe as possibly other countries. The trip will be custom designed for up […]
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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.
