Family Office Roundtable (FORT)

The Family Office Roundtable was founded in 2004 by Daniel Lubin, who now co-chairs the platform with UPenn’s Wharton Global Family Alliance (WGFA) and Kentia Partners. The Roundtable is an annual members only, invitation-only, convening forum for inter-family and subject matter expert knowledge transfer amongst sophisticated families and family offices with diverse global portfolios. FORT is a vendor-free environment of openness and trust that has hosted 23 meetings, which have taken place across Europe, the United States, the Middle East, Asia, Latin America, and Africa, and include families from each continent. Over the years, the platform has come to serve as a gathering not just of first-class family offices, but of thought leaders, diplomats, prominent industrialists, and policy experts, convening to address geopolitical and economic issues, industry tailwinds and emergent trends, and the future of investing.