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Private Forums

for Family Offices

Independent, invitation-only forums designed for family offices seeking thoughtful dialogue, thematic insight, and meaningful engagement with peers.

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Crest Family Office Forums Event
Crest Family Office Forums
Crest Family Office Forums Education

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 Family Office Forums
Private Forums for Family Offices

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

Crest Family Office Forums - Lock

PRIVATE FORUMS

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

Crest Family Office Forums - Bird and Key

EXCLUSIVE GATHERINGS

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

Crest Family Office Forums - Key

DESIGNED FOR FAMILIES

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

Crest Family Office Forums Investment Opportunity Drone AI
Crest Family Office Forums - High Net Worth Investor Event

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.

Crest Family Office Forums - High Net Worth Investor Event

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.

Private Capital Forums
Private Capital Forums
Request an Invitation to a Crest Forum
Request an Invitation to a Crest Forum
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