Virtual Retreat

Join us for our Virtual Retreat for Family Offices and their Executives.

About The Event

The Virtual Retreat is an exclusive opportunity to interact and learn from engaging minds and thought leaders. Join Context Family Network, First Trust Advisors, Seward & Kissel, Lombard International, and Excelera Health for a dynamic agenda filled with inspiring content and fun activities designed specifically for family offices and their executives. Scroll down for the agenda.

The Retreat includes breakout networking sessions in between panel discussions to help you develop new connections while learning from industry experts. Hear from the leaders that share their domain expertise and experience in different markets.


Hosted Online


July 30, 2020
11:00 AM PT

Meet us online

You won't want to miss this event!


*all times in Pacific Time Zone
11:00 AM – Welcome Remarks & Program Introductions
11:15 AM – In Chaos Lies Opportunity: Covid-19 Testing & Treatment by Excelera Health
12:00 PM – Networking Breakout Session
12:15 PM – ESG Considerations for Family Offices by Seward & Kissel
1:00 PM – Networking Breakout Session
1:15 PM – PPLI Advantages in a Year of Unknown by Lombard International
2:00 PM – Networking Breakout Session
2:15 PM – Financial Markets & Political Outlook by First Trust Advisors
2:30 PM – Closing Remarks & Retreat Concludes

Save your spot at the Virtual Retreat.

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