Events

Cross-Pollinate Your Ideas: Explore Our Events

Past Events

Summer 2025

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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January 30, 2025

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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August 21-23, 2024

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