About DC Finance’s Global Family Office & High Net Worth Community

DC Finance organizes private family office conferences for high-net-worth individuals, Single-family offices, and global investors. Through invitation-only events, DC Finance builds trusted relationships and facilitates knowledge exchange among senior decision-makers.(www.dc-finance.com)

Our Annual gatherings are held in New York City, Miami, Houston, Dallas, Austin, Los Angeles, Palo Alto, Calgary, Vancouver, Montreal, Toronto, London, Tel Aviv, and Abu Dhabi.

In 2023, DC Finance introduced The Family Office Circle, a family-only membership platform chaired by Ms. Lisa Silverstein, CEO of Silverstein Properties.

All attendees are personally invited and vetted. The community includes senior family office executives, private investors, and family principals.

Speakers have included representatives from the SEC and Federal Reserve, government leaders, technology founders, and members of prominent global families. Service provider participation remains strictly limited.

The Texas Family Office Conference Series

DC Finance is proud to host the Dallas, Houston & Austin Family Office & High Net Worth Conferences, built by and for Single Family Offices (SFOs) and ultra-high-net-worth individuals (UHNWI).

These invitation-only Texas events bring together over 100 family office executives and wealthy families to share experiences, discuss emerging investment opportunities, and explore solutions to the challenges of managing complex family wealth.

Select partners have the opportunity to meet a curated audience of senior Single and Multi-Family Office executives, private investors, and family members, each personally invited and vetted by DC Finance.

Conference topics include:

• Global macroeconomic trends and market updates

• Traditional and alternative investments, including Oil & Gas, Technology, Real Estate, and Art

• Energy, sustainability, and lifestyle considerations

• Legal, tax, and regulatory planning

• Family office governance and succession planning

• Managing family dynamics and intergenerational wealth

• Accounting and tax strategies

• Philanthropy, ESG, and impact investing

• U.S. legislation, federal policy, and international developments

• Personal and financial security

Primary audience: Ultra-high-net-worth individuals (UHNWI), high-net-worth individuals (HNWI), and Single Family Offices (average net worth $400 million USD).

Attend the Dallas, Houston, and Austin Family Office Conferences to gain fresh perspectives, connect with peers, and learn from experts who guide families in wealth preservation and growth.