14th Annual Family Office Wealth Conference

Sep 17th - Sep 19th 2017
Montage Resort & Spa
Laguna Beach

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.

I found the conference informative and valuable. The breakout sessions where family office managers and owners could share their shared issues and opportunities was my favorite part of the conference.

— Family Office Director at Single Family Office

Featured Speakers
Douglas D. Box


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


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


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.

I learned a lot and very much enjoyed comparing notes with US families and explore similarities and differences in our respective macro outlooks and allocation strategies.

— Single Family Office Director from Europe

Great forum and lots of open exchange.

— Family Member at a Single Family Office

All aspects, first rate–content, people & venue.

— Family Member at a Single Family Office



Aviva InvestorsIn an environment where investors face a bewildering choice of ever more complex financial products, gaining the outcomes they desire can be challenging. We have strategies that aim to meet this objective, now and over the long term. This is why we are unequivocally for today’s investor.

Aviva Investors is the investment arm of Aviva plc, a multinational financial services company headquartered in London and listed on the London Stock Exchange, who offers general insurance in the UK, Europe, Asia and Canada. Aviva plc’s roots can be traced back 320 years and has 33 million customers1.

Aviva Investors manages assets of $426 billion USD across a broad range of asset classes and employs over 1,300 professionals, including 400 investment professionals with operations that span 15 financial centers2. As such, our clients stand to benefit not only from our significant local knowledge and experience but also from the extensive global investment resources at our disposal.

1Source: Aviva Group, as of December 31, 2016 2 Source: Aviva Investors as of December 31, 2016 | Aviva Investors America AUM: $8.3 billion | Aviva Investors Canada AUM: $6.1 billion 

Aviva Investors Americas
225 W. Wacker Drive Suite 2250
Chicago, IL 60606
+1 312 873 5800



AXA Investment Managers AXA Investment Managers (AXA IM) is an active, long-term, global, multi-asset manager focused on enabling more people to harness the power of investing to meeting their financial goals. The world-leading firm boosts a proven track record across fixed income, equities, alternatives and multi-asset solutions. By combining investment insight and innovation with robust risk monitoring, we have become one of the largest asset managers in Europe with ambitions to become the chosen investment partner of investors around the world. With approximately $756bn in assets under management as of the end of December 2016, AXA IM employs nearly 2,500 people around the world and operates out of 29 offices in 21 countries. AXA IM is part of the AXA Group, a global leader in financial protection and wealth management.

AXA Investment Managers
100 West Putnam Avenue
Greenwich, CT 06830
+1 203-986-4200


Global X




As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £418.2 billion (€476.3 billion/$543.3 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,100 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Explore our interactive timeline to see how we’ve been shaping financial futures since our very beginnings.3

3Source: Schroders, as of November 7, 2017

Schroders Investment Management America
7 Bryant Park
New York
+1 (212) 641-3800




AQRAQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998. As of June 30, 2017, we managed approximately $194.9 billion for institutional investors and investment professionals.




Arena Investors LPArena Investors sources and structures bespoke credit investment opportunities and seeks to maximize risk-adjusted returns across a wide variety of fundamentals-based, asset-oriented, credit-focused investment opportunities.  We provide liquidity to companies and owners of assets who require it in a timely manner and who are underserved by conventional sources of capital.  Taken collectively, our style and the strategies we pursue are designed to generate compelling, income-driven, uncorrelated risk-adjusted returns through all market conditions and across a variety of industries, investment products and geographies.


AB BernsteinBernstein was founded 50 years ago to manage money for families and individuals. We now serve smaller institutions as well. For many clients, we deliver a uniquely integrated approach to managing all or most of their liquid assets. For others, we deliver services that are targeted to fill a specific need. But all our clients receive the benefit of our firm’s global scope, deep research resources, and planning expertise.




Lyrical Asset Management LPLyrical Asset Management is a quality-oriented, U.S. fundamental value equity boutique located in New York City managing $7 billion in AUM across long only and long/short strategies. Founded in 2008 and jointly owned by Andrew Wellington, Managing Partner/Chief Investment Officer and Jeff Keswin, Managing Partner, the firm employs a bottom-up, quality-oriented approach constituting a disciplined and repeatable investment process to manage concentrated, alpha-oriented portfolios. The LAM U.S Value Equity strategy has been recognized as a top performer by Pensions & Investments, is available as a Five-Star Morningstar rated mutual fund (rated in February 2016) and is also a ranked in the top 1% of all U.S. Large Cap, Mid-Cap and All-Cap Equity products in the eVestment Alliance manager database for the five years and since composite inception periods through March 31, 2016.


NEPCNEPC is an employee-owned investment consultancy that brings rigor and thought leadership to our private wealth clients. Add to that an experienced team that specializes in private wealth consulting, and you have a partner that can expertly guide you in pursuing your investment and philanthropic goals, legacy planning, and multigenerational investment education. With consultants across the country, we’re known for incisive expertise and exceptional service.



Albourne VillageAlbourne Village, a virtual hedge fund community with over 80,000 active residents, is a free and independent website for anyone interested in alternative investments. It incorporates a virtual pub and library to exchange news, views and IP, a job centre, conference centre and School. The Village is also home to a vast number of established industry contacts.

Don't just join the Village, be the Village.



Family Office Magazine & EventsFamily Office Magazine is a well designed and visually stunning publication and is the premier gateway to an exclusive and ultra-wealthy Family Office audience across all disciplines of the global Family Office Community. Family Office Magazine is available at many of the leading Finance and Family Office events and conferences around the world and has unparalleled access to an exclusive, wealthy and powerful audience within the Family Office sector globally. www.familyofficemag.com.


Family Office RecruitmentFamily Office Recruitment is a trusted global portal and the first place to visit for Family Office Careers, News & Directories.


Private BankingThe PRIVATEBANKING.COM wealth industry directory is the financial-industry's leading online business development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.

Privatebanking.com's FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: www.privatebanking.com.


Fidelity Family Office ServicesFidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services, in addition to, reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the needs of family office executives. As of June 30, 2017, FFOS provides services to more than 380 family office clients across the country with over $112 billion of assets in custody with Fidelity.* For more information about Fidelity Family Office Services, visit https://familyoffice.fidelity.com.

*Fidelity Family Office Services estimates

For Institutional Investor or Investment Professional use only. Not authorized for distribution to the public as sales material in any form. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC. 200 Seaport Boulevard, Boston, MA 02210



A fantastic conference. Panels are focused, relevant and informative. And there is an exceptional mix of family members and managers with varied interests and strategies and a core group of attendees that have become great friends. The atmosphere is relaxed and real.

— Family Member at a Single Family Office


Wealth In the New World Order: New Politics, New Opportunities, and New Risks

An overview of what participants can expect at this year's Family Office Wealth Conference.

12:30 - 1:45 pm
Registration and Lunch

1:45 - 2:20 pm
Welcome and Benchmarking Survey

2:20 - 3:35 pm
Early Afternoon Presentation

3:35 - 4:05 pm
Refreshment Break

4:05 - 5:45 pm
Late Afternoon Panel Sessions

5:45 - 6:45 pm
The Family Office Think Tank (open only to family members and family office executives)

6:45 - 7:00 pm
Time At Leisure

7:00 pm
Welcome Cocktail Reception

7:00 - 7:30 am
Registration and Buffet Breakfast

7:30 - 9:00 am
Welcome and Presentation

9:00 - 10:45 am
Benchmarking Survey & Early Morning Panel Session and Presentation

10:45 - 11:15 am
Refreshment Break

11:15 - 12:30 pm
Late Morning Panel Sessions

12:30 - 2:15 pm
Seated Luncheon with Ruth ChangProfessor of Philosophy, Rutgers University

2:15 - 4:00 pm
Early Afternoon Panel Sessions and Presentations

4:00 - 4:30 pm
Refreshment Break

4:30 - 5:45 pm
Idea Labs I

5:45 - 6:15 pm
Time at Leisure

6:15 - 7:15 pm
Cocktail Reception

7:15 - 9:15 pm
Seated Dinner at Studio Restaurant

9:15 - 10:30 pm
Evening Entertainment

8:00 - 8:45 am
Buffet Breakfast

8:45 - 9:05 am
Benchmarking Survey

9:05 - 9:55 am
Early Morning Presentations

9:55 - 10:25 am
Refreshment Break

10:25 - 12:30 pm
Late Morning Presentation & Idea Labs II

12:30 - 2:00 pm
Lunch with Guest Speaker

2:00 pm
Forum Concludes

You are the best in the business! Thanks for another spectacular one this year!

— Family Member at a Single Family Office


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/



For more information, please contact:

Usha Bhate

(212) 224-3429