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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 |
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.
2018 Sponsors
LEAD:
• Schroders
• The Ornstein-Schuler Group
CO-SPONSORS:
• Pimco
• Wellington Management Company
• Sanostro
• Zanbato
CUSTOM CONSULTANT:
• Nepc
EMERGING MARKET:
• Cadre
• Lakestar