15th Annual Family Office Wealth Conference

Sep 23rd - Sep 25th 2018
Montage Laguna Beach Resort
Laguna Beach
About

The 15th 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


Sponsoring Organizations

SCHRODERS
THE ORNSTEIN-SCHULER GROUP LLC

PIMCO
WELLINGTON MANAGEMENT COMPANY LLP

Venue

Montage Laguna Beach Resort

30801 Coast Hwy
Laguna Beach, CA 92651

www.montagehotels.com/lagunabeach/

Perched on a coastal bluff high above the Pacific, Montage Laguna Beach resort offers 30 acres of seaside luxury at the heart of Southern California’s preeminent artist colony. Each of the 250 guestrooms feature sprawling views of the ocean, as well as craftsman-style architecture and a museum-quality collection of art. 

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


Contact

QUESTIONS?

For more information, please contact:

Kristen Oliveri

(212) 224-3658
Kristen.oliveri@institutionalinvestor.com