Venue
Montage Laguna Beach Resort
Montage Laguna Beach Resort, 30801 Coast Hwy, Laguna Beach, CA 92651, USA

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Event Date Sun Sep 23 EDT - Tue Sep 25 EDT (about 6 years ago)
Location Montage Laguna Beach Resort
30801 Coast Hwy, Laguna Beach, CA 92651, USA
Region Americas
Details

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.

Sponsors & Partners

2018 Sponsors

LEAD:
• Schroders
• The Ornstein-Schuler Group

CO-SPONSORS:
• Pimco
• Wellington Management Company
• Sanostro
• Zanbato

CUSTOM CONSULTANT:
• Nepc

EMERGING MARKET:
• Cadre
• Lakestar