Maximize Your Impact At North American Family Office Forum 2025
The North American Family Office Forum 2025 brings together decision-makers from single-family and multi-family offices across North America to discuss strategies around wealth preservation, investment opportunities, legacy planning, and family governance. Taking place on November 19, 2025, at the Four Seasons Hotel in Toronto, Ontario, this event is a pivotal gathering for individuals who manage and influence significant private capital.
Attendees include CIOs, managing directors, portfolio managers, and principals of family offices, foundations, and other private wealth management entities. These leaders are responsible for deploying capital, forming partnerships with asset managers, and evaluating financial technologies or solutions that support intergenerational wealth transitions. Business development teams that prepare early can move from one-off conversations to strategic relationships by aligning outreach with the attendees’ stated focus areas.
With Vendelux’s enriched attendee list, you gain advance understanding of who is attending, including their firm size, regional focus, and investment themes. Early insight enables you to secure meetings with the right stakeholders ahead of the event and present relevant offerings that match their short- and long-term portfolio goals.
How Sales, Marketing and Revops Teams Can Use This Attendee List
For financial service providers, investment platforms, venture managers, and fintech companies, the conference attendee list provides strategic access to influential decision-makers in the high-net-worth and ultra-high-net-worth segment. With insights into attendee roles and family office types, teams can better segment prospects based on services each office may require—ranging from direct deal flow access to estate planning support or digital infrastructure.
Use the enriched conference attendee list to customize outreach based on geography, firm structure, and investment category interests. Identify which conference attendees are most aligned with your offering and prioritize them for early meeting requests. This level of precision simplifies how to get more meetings ahead of the event and increases the chances of establishing meaningful discussions during the conference.
After the forum, re-engage contacts with specific follow-ups tied to topics presented on-stage or themes introduced in private roundtables. With access to verified attendee data, your messages hit the inboxes of budget owners and strategic leads—helping to convert initial introductions into long-term partnerships.
Timing Is Everything
North American Family Office Forum 2025 takes place on November 19, 2025. Given the long decision cycles and one-to-one relationship focus within the family office ecosystem, outreach before the event is critical. Teams that engage early stand out—especially when they come armed with context from Vendelux attendee intelligence.
Use this lead time to plan detailed prospecting campaigns, schedule on-site or virtual meetings with key attendees, and align your marketing strategy with the firms already scheduled to attend. Vendelux helps by offering an enriched attendee list well in advance, allowing your sales and marketing teams to act with relevance and timing.
What’s Included In The North American Family Office Forum 2025 Attendee List?
Vendelux offers visibility into who is expected to attend North American Family Office Forum 2025 using organizer data and predictive insights. Clients can upload target account lists to pinpoint account matches within the attendee roster.
The enriched attendee list includes first and last names, job titles, company names, company websites, locations (city, state, and country), LinkedIn profiles, verified email addresses, and phone numbers when available. This detailed information helps your team conduct informed outreach and schedule meaningful engagements before and after the event.
Where Is North American Family Office Forum 2025?
The forum will be held at the Four Seasons Hotel in Toronto, Ontario, Canada.
When Is North American Family Office Forum 2025?
North American Family Office Forum 2025 is scheduled for November 19, 2025.
What Type Of Event Is North American Family Office Forum 2025?
This is an investment and wealth management-focused summit tailored to the family office community. The event includes expert-led panel discussions, keynote presentations, and curated networking opportunities with senior leaders across private wealth, legal advisory, and financial planning.
How Many People Attend North American Family Office Forum 2025?
The forum expects approximately 250 attendees, with participants representing family offices, investment advisory firms, legal counsel, and financial institutions. The audience includes senior-level professionals such as CIOs, managing partners, and wealth strategists from across Canada, the United States, and other international markets.
