Maximize Your Impact at Family Wealth Report Family Office Investment Summit 2025
The Family Wealth Report Family Office Investment Summit 2025, taking place on November 17 at the PwC Office in New York, brings together top-tier decision-makers in private wealth, family office management, and investment strategy. This summit is designed for senior executives at single and multi-family offices, private investment firms, and wealth management leaders who oversee strategic asset allocation, portfolio construction, and long-term private capital planning.
Attendees possess significant decision-making authority related to manager selection, fund allocation, and emerging investment opportunities. With many evaluating new partnerships and reviewing technology solutions in advance of the upcoming fiscal year, timely engagement is critical. Vendelux offers enriched attendee data that reveals who is attending, their roles and responsibilities, their industry focus, and their investment interests—giving your team a clear path to build relevant connections and drive demand generation ahead of time.
How Sales, Marketing and Revops Teams Can Use This Attendee List
This summit draws senior investment officers, COOs, managing directors, and CIOs from top family offices evaluating fund managers, fintech platforms, direct investments, and service providers. Vendelux’s enriched conference attendee list helps teams segment contacts by investment role, AUM size, and institutional focus to guide messaging and meeting requests well before the event.
Sales teams can prioritize outreach to those with direct control over portfolio decisions by filtering attendees based on job title and firm type. Marketing teams can create content tailored to current discussions in private wealth investing, including alternatives, sustainability interests, and risk-adjusted return strategies. RevOps can connect account targets to individual attendees using the enriched attendee list to schedule meetings with key stakeholders.
Early interaction makes a difference. Whether you’re offering tech infrastructure for wealth platforms or representing an emerging GP, starting conversations with verified conference attendees increases the chances of securing approvals and converting on-site meetings into lasting partnerships.
Timing Is Everything
Family Wealth Report Family Office Investment Summit 2025 is scheduled for November 17, 2025. With senior leaders from top-tier family offices attending, early outreach is essential to stand out and secure time with high-value prospects.
Vendelux allows your team to identify attendees right now and begin outreach in May—months before calendars fill up. This timing gives your organization a chance to schedule strategic conversations in advance, personalize offers to individual attendees, and support your pre- and post-event engagement plans. Aligning campaign efforts with attendee interests starting now will increase the likelihood of setting qualified meetings and advancing opportunity stages.
What’s Included in the Family Wealth Report Family Office Investment Summit 2025 Attendee List?
Vendelux provides visibility into executives expected to attend the Family Wealth Report Family Office Investment Summit 2025 through a combination of organizer data and real-time predictive insights. Clients can upload a list of target accounts to discover matched attendees and begin targeted outreach ahead of the event.
The enriched attendee list includes first and last names, job titles, company names, company websites, cities, states, countries, LinkedIn profiles, verified email addresses, and available phone numbers.
Where Is Family Wealth Report Family Office Investment Summit 2025?
The event will be held at PwC Office in New York, New York, United States.
When Is Family Wealth Report Family Office Investment Summit 2025?
The event takes place on November 17, 2025.
What Type of Event Is Family Wealth Report Family Office Investment Summit 2025?
The Family Wealth Report Family Office Investment Summit 2025 is a private investment and wealth management event that brings together senior family office executives, investment advisors, and wealth strategy professionals. The program includes panels, keynote discussions, and networking sessions focused on key themes in private markets, legacy planning, and risk mitigation.
How Many People Attend Family Wealth Report Family Office Investment Summit 2025?
The event is expected to attract over 150 senior professionals from family offices and wealth management organizations, with participants primarily from the United States. Attendees include CIOs, managing directors, principals, and partners directly involved in capital allocation and partnership development.
