20th Annual Family Office Wealth Conference

Sep 17th - Sep 19th 2023
Montage Laguna Beach Resort
Laguna Beach, CA


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