The Family Office Forum

A Resource for Families Around the Globe

The non-commercial environment, the unbiased nature of the programming, the knowledge exchange among peers, and the ability of NMS to continually showcase cutting-edge investment ideas and concepts from leading thinkers are all hallmarks of the NMS Family Office Forum.

Topics Covered Include

  • investment portfolio management
  • tax policy estate planning
  • family office leadership
  • succession planning
  • governance
  • conflict resolution

….Our private closed-door sessions afford the opportunity to convene with fellow family attendees and share thoughts on a range of topics – families value highly this signature aspect of the Forum each year.


The NMS Family Office Forum is a great venue for education, investment insights, and networking with other families. We have benefited from access to knowledge of what other families are doing, explanations of innovative financial strategies, and stimulating presentations from global experts on political and economic matters.
— Conley Brooks, Jr., President, Sawmill Private Management, Inc.