DC Finance’s Family Office & High Net Worth Individuals Marketing Forum


According to recent research*, private wealth represents 70% of the world’s capital of which almost half is held by the wealthy. Learn how to reach them while enlarging you network of potential partners.

If  you are working with family offices or high net worth individuals, this is the event for you. Learn from the leaders in your field how they market and what are the trends they identify in the markets, Learn from your potential clients what they think and how they feel they should be approached; Meet your peers and potential partners from parallel synergetic sectors – Finance, Luxury and Charity. – collaborate with them, exchange ideas and reach new business opportunities as we encourage the sectors to collaborate and enlarge their potential client base.

What better way to learn the do’s and dont’s of working with family offices and private wealth than learning straight from your potential clients? High Net Worth Family members and single family offices will advise how to best approach and more importantly – how not to.

The Conference, the first of its kind, focuses on marketing to family offices and marketing to high net worth individuals and is divided to three parts –

Part 1Finance – Dedicated to senior marketing and other management level positions at private and investment banks, funds, legal and accounting firms and those who offer their services and/or products to the family office space.

Part 2 – Luxury – We also believe it would be of benefit for luxury marketers to be provided with deep insights into the family office space, as they too have key decision making powers, so the second part  is dedicated to luxury marketers who need to better understand how the high net worth community thinks and what they expect. Hear directly from both the families themselves and from some of the most prominent banks, luxury firms and experts, as they discuss how to sell and effectively market to this high demanding, high expectation, but highly rewarding select group of individuals.

Part 3 – Philanthropy – Finally, part 3 will cover philanthropy from the point of view of the high net worth family and/or family office and their decision making strategies. How can they best be reached? How do you make sure your cause is seriously considered when decision making time comes? How to gain the attention of new families and corporates?

*According to the latest research from Credit Suisse, 0.7% of the world’s population, which has over 1 Million USD and up in liquid assets, hold 45.2% of the world’s wealth.


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