Past Events

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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Cross 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 […]
Learn More