Save the Date

September 23-25, 2024 - Atlanta, Georgia

Our Purpose

Few issues are of greater importance than perpetuating a family's values, heritage, philanthropic activities, wealth, and inter-generational relationships... but success requires thoughtful proactive planning. The purpose of the Southeastern Family Office Forum (the "Forum") is to create a peer-to-peer educational and networking opportunity in a safe, academic environment for families of significant wealth.  Staffed by scholars, industry experts, and family members, the Forum provides thought leadership and insight into a variety of issues through a highly interactive, thought-provoking format.

Attendance is by invitation only and for qualified attendees. Our program is open to families and family enterprises and/or their executives. 

Georgia Tech Hotel and Conference Center - Atlanta, Georgia
Registration opening spring of 2024

Watch the video below to hear from some of our SEFOF Families!

  • “This extraordinary forum provides education, networking, and learning opportunities for family offices and family-owned businesses, as well as a venue for the exchange of great ideas.

    — Greg Gerhard, Former Director of Programs & Partnership, Southeastern Council of Foundations

  • “Over the last 3 years the Southeast Family Office Forum has provided me with the opportunity to explore multiple subjects, in depth, related to developing our Family Office. The personal connections with ..."

    — Dan Bowman, Tibbetts Holdings, LLC

  • “I attended the SEFOF in 2014 to gain some understanding of Family Offices, as my family was considering one for ourselves. I expected to learn a lot about family offices, how they can be structured, and what they offer...

    — Family Business Owner

  • “I had the opportunity to attend my first SEFOF conference in September 2014, and it was exceptional! The conference had a unique blend of families, family offices, and professionals who serve families..."

    — Wanda Ortwine, Chief Family Officer for Luck Companies

Confidentiality & Code of Ethics

Open communications, sharing of experiences, and networking are key to the success of SEFOF participants and greatly enhance their experience. However, complete confidentiality is critical to facilitating such interaction, and by registering for this program, attendees agree to keep all information in the strictest of confidence. It is also recognized that in addition to serving their own family, some families provide investment advice or other services to outside families. As part of the SEFOF code of conduct, attendees are expected to adhere to a strict no solicitation policy. Violation of this Code of Conduct will result in the immediate dismissal of the attendee with no refund of registration.

Guest Speakers

Breakout Groups

Thank you for your interest in the 2024 Southeastern Family Office Forum.  Please register all attendees from your family at the same time.  If you have any questions or need assistance with registration, including adding, removing or substituting an attendee, please e-mail the Event Manager at info@sefof.org.