Napa Family Office Conference Investment Consulting Comments

As a follow up to his July panel discussion, Nicholas Rotello was invited back to speak at Opal’s west coast version of their family office event. He spoke on the investment consultant panel in an informal Q&A format in beautiful Napa, CA.  The panel covered a wide range of topics such as differences in service models between consulting firms, the importance of getting the right fit when selecting a firm, and some specific questions about fees and alignment of interest.  There was excellent audience participation, with most of the time devoted to specific audience questions.

One of the highlights of the event was when we met the Mondavi family at the Charles Krug Winery.  The multi-generational wine making traditions, family history, and family business story were truly amazing to learn about.  Having met the people (and tasted the wine), we would highly recommend you make the effort to do the same next time your travels bring you to Napa.

If you are interested in learning more about what was discussed there, please contact us and we’d be glad to go over the panel discussion in more details.