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Our Events
Private Wealth Breakfast Roundtable, MiamiThe impact of geopolitics on international families
Private Dinner, Palm Beach
Funds Breakfast Roundtable, MiamiThe global appetite for alternative investment into the US and asset-raising options
Miami Flagship Panel Event and ReceptionNetworking reception featuring the panel ‘The Predictability Dividend’
Bulls, Bears and Bagels: Miami Breakfast EventAn informal event for the investment industry
Private Dinner, New York
Private Wealth Breakfast Roundtable, New YorkThe impact of geopolitics on international families
New York Flagship Panel Event and ReceptionNetworking reception featuring the panel ‘The Predictability Dividend’
Funds Breakfast Roundtable, New YorkThe global appetite for alternative investment into the US and asset-raising options
Partnership Events
AYU Family Office Advisors' Lunch Event, Miami Tax and legal for global families
AYU Family Office Advisors' Lunch Event, Miami Tax and legal for global families
This lunch event, in partnership with AYU, will take place on Tuesday 12 May 2026.
STEP New York LunchCross-border planning for US and US-connected families
STEP New York LunchCross-border planning for US and US-connected families
This lunch event, in partnership with STEP New York, Crestbridge Fiduciary and Katten, will take place on Thursday 14 May 2026.
AYU Family Office Advisors' Lunch Event, New YorkTax and legal for global families
AYU Family Office Advisors' Lunch Event, New YorkTax and legal for global families
This lunch event, in partnership with AYU, will take place on Friday 15 May 2026.
Events We're Attending
AIMA Digital Assets Conference 2026, New York
AIMA Digital Assets Conference 2026, New York
Elliot Refson, our Head of Funds, is attending this conference on Thursday 14 May 2026.
Learn more about this third party event. Contact Elliot if you’re interested in joining him.
- Date & Time11 May 2026 - 15 May 2026
- Location
Miami and New York
Key Contacts
Hayley MalletSenior Events and Marketing Manager, Jersey Finance
Rosie Le MaistreSenior Events and Marketing Officer, Jersey Finance






