19th Annual Family Office Wealth Conference

Sep 19th 2022
Montage Laguna Beach Resort REGISTRATION CLOSED
Laguna Beach, CA

May the Force(s) be with you

The pandemic may be largely behind us (for now), but that doesn’t mean the current environment is any less chaotic.

Family office investors are up against choking supply chains and rising inflation, to geopolitical tensions and increasing inequality, all creating vast uncertainties in the market. Midterm elections in November will make 2022 even trickier by adding another layer of uncertainty to the investing mix - if congressional shifts republican, what is the impact on policy, laws and foreign relations, and the stock market? And how does that affect you and your investments?

The combination and magnitude of these events leave us with some burning questions: How can family offices build resilience into their portfolios with all that is at play? Where are investment opportunities to be found among the chaos? How should families be thinking about future wealth preservation and generation?

The 19th Annual Institutional Investor Family Office Wealth Conference will aim to address these questions and zero in on the present investment opportunities amid the increased risks. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those critical issues facing family members and executives. Topics under discussion include the current macro landscape, alternatives, private markets, cryptocurrencies and blockchain, biotech, healthcare, among others.

At the Family Office Wealth Conference, we strive to foster a family-to-family dialogue and provide a physically safe space for thoughtful, intellectual discussions to help us get through this together.

We hope you will be able to join us on September 19-20, 2022.

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found HERE.


Become a Sponsor

2022 Advisory Board

Bei Saville, Chief Investment Officer, Fingerboard Family Office

Markus Kalina, Managing Director, Atalo Capital

Clay Bradley, Vice President, Eno Farms, Inc

Richard Feldman, Managing Director, Rijo Investment Group

Clive Fleissig, President and Co-Founder, Rochester Advisors

Tommy Mayes, Executive Advisor, Sungate Capital LLC

Michelle Clements, President, Synergy Trust Partners

Fritzi Hallock, Principal, The Greenland Corporation

Doit Koppler, Managing Director & Treasurer, Third Security LLC

Lopa Desai, Managing Director, Niraat 

Matthew Hayden, Founder & Owner, Sea Purity Investments

Ned Brines, Chief of Investment Strategy, Arnel & Affiliates

Ben Peters, Vice President, Cameron Holdings

Ellie Peters, Vice President, Cameron Holdings

Andrea Liu, Li Family Office

Kerri Scott, COO, Mt Vernon Investments

Robert Terrell, Director of Investments, Karlin Asset Management


Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.

For Family Offices interested in participating, please contact:

Lauren Feldman

Executive Director, Head of Wealth Management
+1 646 552 0419

For Asset Managers interested in becoming a sponsor, please contact: 

Bob Edmunds

Senior Executive Director
+1 646 634 8464