

Invitation-Only Gatherings
Crest convenes invitation-only gatherings for family office principals and executives seeking informed dialogue, thematic insight, and direct engagement within a trusted peer environment. Independent and discreet by design, each forum brings together a carefully curated group of families with shared interests to exchange perspectives, explore sectors of strategic relevance, and be introduced to a small number of thoughtfully selected companies.
Themes reflect areas of importance to long-term family capital, including precious metals, defence and AI, healthcare and longevity, climate and enabling technologies, breakthrough innovation, and other emerging opportunities.
Crest Family Office Forums


Crest is designed around how family offices prefer to engage: privately, thoughtfully, and with a long-term perspective.

PRIVATE FORUMS
Discreet, invitation-only discussions that encourage open dialogue and the exchange of perspectives amongst peers.

EXCLUSIVE GATHERINGS
Small, carefully curated groups designed to foster meaningful conversations and lasting relationships.

DESIGNED FOR FAMILIES
Built specifically for family office principals and executives, with a focus on relevance, quality, and long-term value.


Introduction by Referral or Request
Attendance at Crest forums is typically by referral from an existing participant, member of our network, or trusted industry relationship. We also welcome requests from family office principals and executives who share our interest in thoughtful dialogue, sector-focused learning, and peer engagement.
Each request is reviewed individually to ensure the integrity and relevance of the discussions we host.

Join an Upcoming Forum
Private Roundtable
Zurich, CH
2 June 2026
An exclusive, invitation-only roundtable featuring a senior delegation from the Kingdom of Bahrain.
TSX Sponsored New Energy Forum
London, UK
23 April 2026
Join us in London, UK for an exclusive forum featuring a select group of TSX and TSXV-listed companies shaping the new energy economy, from energy production and battery supply chains to precious-metals–focused royalty platforms. The event offers a highly curated setting for engagement with prominent European family offices and long-term private investors.
TSX Sponsored New Energy Forum
Paris, FR
22 April 2026
Join us in Paris, France for an exclusive forum featuring a select group of TSX and TSXV-listed companies shaping the new energy economy, from energy production and battery supply chains to precious-metals–focused royalty platforms. The event offers a highly curated setting for engagement with prominent European family offices and long-term private investors.





