Interested in Attending THE UK FAMILY OFFICE SUMMIT?

We welcome Family Offices from around the world at The UK Family Office Summit to join us in person, connect with peers, explore exclusive investment opportunities, and share visions for the next generation.

To ensure the right connections are made, please complete the information below and send it to Private Markets Group. Contact James Taylor at jtaylor@ukfamilyofficesummit.com

Basic Information Required:

Family Office Name
 

Primary Contact Name
 

Position/Title
 

Email Address
 

Phone Number (optional, but helpful)
 

Website (if applicable)
 

Office Location (City, Country)
 

Type of Family Office (Single Family Office / Multi-Family Office / Other)
 

Year Established (optional, but good for context)
 

AUM Range

Detailed Information Required:

Family Office Mission Statement
Please share your Family Office’s mission statement.

Philanthropy
Which philanthropic causes or initiatives are of greatest importance to your Family Office?

Current Investment Focus Areas
Which investment verticals or asset classes does your Family Office currently focus on?

Industry Scope
Is your Family Office industry-specific or industry-agnostic?

Current Investments
Please list the sectors, verticals, or asset classes your Family Office is currently invested in. (ie Real Estate etc)

Investment Criteria & Opportunities of Interest
What types of new investment opportunities is your Family Office open to considering?

Typical Ticket Size
What is your typical investment ticket size?

Next Steps
Please email your completed responses to:
James Taylor — jtaylor@ukfamilyofficesummit.com