EVENTS

Come experience the Asset Vantage accounting

and portfolio management platform at select global conferences

and family office events.

AICPA logo

November 29 – 30, 2018

Washington, DC

We are proud to partner with the the AICPA Sophisticated Tax Planning for Your Wealthy Clients, 
led by top-level financial experts who will discuss IRS initiatives, estate taxes, proven retirement techniques, life insurance planning and more
Logo-Family-Exchange

October 23 – 24, 2018

Chicago, IL

This year’s FOX Fall Enterprise Forum, will showcase best practices and strategies that families have employed to become their own change agents in building adaptable and robust enterprise families. Asset Vantage is pleased to be a partner to this event
SEFOF_logo

September 24 – 26, 2018

Atlanta, GA

We were proud to partner with the 8th Annual  Southeastern Family Office Forum (SEFOF) creates peer-to-peer educational and networking opportunities in a safe, academic environment for families of significant wealth from across the country

November 14, 2018

Dubai

We are pleased to announce our premier Middle East client event. Come experience the Asset Vantage platform, review our Product Roadmap and become a part of a unique forum of global family offices!

February 3, 2017

Mumbai

This year’s format was based on panel discussions on topics like “How do Indian Family Offices stack up against their Global peers?” and “The Performance of Investments in the backdrop of Demonetization”

August 9, 2016

Mumbai

The Vantage Club, our first client forum included over 35 attendees and focused on topics such as “Managing Family Wealth like a Business” and “The Power of family and Business archiving”.

The Vantage Club

The Vantage Club is a private and exclusive network of family principals to meet in closed-door sessions
and gain multiple perspectives on how to deal with pressing challenges, explore new ideas and
learn from subject matter experts.

Learn best practices

for technology and data adopted by global family offices.

AV value proposition

for family office principals, CIOs, CFOs, advisors and accountants.

Meet & hear

Asset Vantage clients from the region.

Genesis & vision

from the founders, core team & key partners.

Upcoming Events

This year’s premier client event of The Vantage Club is being hosted for the Middle East region.Come experience the AV technology and become a part of a unique forum of global family offices!

Contact on inquiry@assetvantage.com to learn more.

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