14th Annual Family Office Wealth Conference

Date - To be confirmed
Montage Resort & Spa
Laguna Beach
About

The 14th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, families-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, and the legacy they are able to leave for future generations.

Featured Speakers

 

Douglas D. Box

Certified Family Business Advisor,
author and public speaker

Doug Box is a Certified Family Business Advisor, author and public speaker based in Dallas, Texas. He is a frequent presenter at family business forums across the country as well as a guest lecturer at several universities on the topic of family business. In 2005 he formed Box Family Advisors and began helping private families with succession planning, corporate governance, dispute resolution and family meetings. In September of 2014 year he published his first book, Cutter Frisco, Growing up on the Original Southfork Ranch. In October of last year, he published a second book, Texas Patriarch — A Legacy Lost. Doug brings personal experience to his understanding of family dynamics. As the youngest of four sons, he grew up and worked in a family enterprise all of his life. The Box Family controlled a number of public and private companies with interests in oil & gas, cement manufacturing and real estate. Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the oil and gas concern known as Box Energy Corp. Doug attended college at the University of Texas at Austin. He received an MBA with honors from Baylor University in 2004 and a Masters in Dispute Resolution at SMU in 2011. He also holds the Certificate in Family Business Advising from the Family Firm Institute, which he completed in 2011.

 

Ruth Chang

Professor of Philosophy
Rutgers University 

Ruth Chang is Professor of Philosophy at Rutgers University, New Brunswick in New Jersey, United States. She has been a visiting professor at the University of California Los Angeles, and at the University of Chicago Law School. She has a Ph.D. from Balliol College, Oxford University and a J.D. from Harvard Law School. Her expertise concerns philosophical questions relating to the nature of value, value conflict, decision-making, the exercise of agency, and choice. Her work has been the subject of interviews by various media outlets in the U.S., Canada, the U.K., Australia, Italy, Israel, Brazil, New Zealand, Germany, and Austria, and she has been a consultant or lecturer for institutions ranging from video gaming to pharmaceuticals to the World Bank

 

Stephen F. Hayes

Editor in Chief
The Weekly Standard

Stephen F. Hayes is editor in chief of The Weekly Standard and author of two New York Times bestsellers: Cheney: The Untold Story of America's Most Powerful and Controversial Vice President and The Connection: How al Qaeda's Collaboration with Saddam Hussein Has Endangered America. He is a regular Fox All Stars panelist on Special Report with Bret Baier. Before joining The Weekly Standard, Hayes was a senior writer for National Journal's Hotline. He also served for six years as Director of the Institute on Political Journalism at Georgetown University. His work has appeared in the New York Post, the Washington Times, Salon, National Review, and Reason. He has been a commentator on CNN, The McLaughlin Group, the Fox News Channel, MSNBC, CNBC, and C-SPAN. Before becoming editor in chief, Hayes long served as a senior writer at The Weekly Standard A graduate of Columbia University Graduate School of Journalism and DePauw University, Hayes was born and raised in Wauwatosa, Wisconsin.

Register

Family Offices and High-Net-Worth Investors who wish to register for this conference will be responsible for the below registration fees. We welcome you to register with your spouse/guest. Special discounted rates for more than one representative for each family office are available.

Family Offices and High-Net-Worth Investors who wish to register for this conference can take advantage of our Early Registrants Discount of $200 off the registration fee if registered by April 15, 2017. We welcome you to register with your spouse/guest. Special discounted rates for more than one representative for each family office are available.

Registration Fees

Single Guest Rate - $1,795
Guest & Spouse Rate - $2,295

Additional registration from the same organization- $1,000 per additional registration

To register, please download the registration form.

Continuing Professional Education Credits

Institutional Investor programs now qualify for continuing professional education credits (CPE), which most states require to maintain active licenses. Fifty minutes of participation in a group, independent study or self-study program earns one CPE credit. One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.

CPEInstitutional Investor, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/

Contact

QUESTIONS?

For more information, please contact:

Usha Bhate

(212) 224-3429
ubhate@iiforums.com