Institutional Investor’s 11th Annual Family Office Wealth Conference

September 14th - 16th, 2014 • Laguna Beach, CA

Past Event:

As the premier event in the wealth management industry--The Institutional Investor’s 11th Annual Family Office Wealth Conference will deliver an exciting agenda that you will not want to miss. Our theme this year is “Staying on Track:  Ideas and Solutions to Help Preserve Your Family Legacy.” This year's Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they've employed to deal with them.

This is the only event of its kind that allows family office directors, family members and HNW individuals to connect in an intimate environment with their peers. Last year we continued the tradition and brought together Family Office Executives, Family Members and HNW individuals gathered together for this exclusive event to learn valuable concepts, share ideas, make new contacts and improve their working relationships.

This private, invitation-only meeting will examine issues in domestic public policy, geopolitics, philanthropy, intergenerational wealth transfer, personal security, investments and a complete range of topics affluent families must grapple with and deliberate as they pursue better results in the forthcoming year. Our program, as always, is created in conjunction with an Advisory Board of your peers from family offices as well as family members. Through panel discussions, break-out sessions and keynote addresses, our line-up of expert speakers and panelists will focus on helping you stay on top of the dramatically changing family office landscape

Location Details

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Montage Resorts & Spa

Laguna Beach, California
United States

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