18th Annual Family Office Wealth Conference

Sep 19th - Sep 21st 2021
Montage Laguna Beach Resort
Laguna Beach, CA

The Year of Revolution and Reinvention

“In the middle of difficulty lies opportunity.” – Albert Einstein  

Our world has fundamentally changed due to the coronavirus pandemic, disrupting the great American way of life. The effects of this virus have left most of us wondering how the economy will bounce back after a new administration and a national vaccine rollout, what the rebuilding efforts will be and when we can return to normal.

This uncertainty has no doubt rippled through the family office world—everything from remote working to technology usage to reevaluating portfolios to reflect this volatility. But amidst great volatility remains great opportunity, and family offices are seeking out the best ideas. Specific opportunities in the distressed real estate sector, private jets and luxury travel are of increased interest to families. A greater discussion on where value remains is also taking place as investors evaluate alternatives, commodities and real estate.

The all but forgotten concept of the virtual family office is back on the table now as families were forced into remote working and liaising with teammates virtually. While some had seamless experiences, others had to act quickly and decisively to put new procedures in place. So now that family offices are set up virtually, the question remains: will we ever go back to the way things were?

To that end, employing a variety of socially-distanced formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those important issues facing family members and executives.

In this challenging time, the 18th Annual Institutional Investor Family Office Wealth Conference strives to foster a family to family dialogue and provide a physically safe space for thoughtful, intellectual discussions to help us get through this together. Within this socially distant setting, we will provide content through a variety of formats including breakout discussions, workshops and think tanks, utilizing all of the beautiful outdoor space the Montage Laguna Beach has to offer.


Become a Sponsor

Advisory Board

Bei Saville, Chief Investment Officer, Fingerboard Family Office
Markus Kalina, Managing Director, Atalo Capital
Colby Hanks Baer, Analyst, Eaglebine Capital
Clay Bradley, Vice President, Eno Farms, Inc.
Robert Terrell, Director of Investments, Karlin Asset Management
Michael T. Kane, President, Kestrel Investments
Richard Feldman, Managing Director, Rijo Investment Group
Clive Fleissig, President and Co-Founder, Rochester Advisors
Doug Bryant, President, Settco Management
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
Robert Mischel, Chief Operating Officer, Wurwand Family Office

Artisan Partners
BNY Mellon Wealth Management
Cresset Partners
Fidelity Investments
Lazard Asset Management
Lombard International
Walter Scott
Wellington 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:

Kristen Oliveri

Program Director, Family Office
+1 212 224 3658


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

Bob Edmunds

Senior Executive Director
+1 646 634 8464