21st Annual Family Office Wealth Conference

Sep 15th - Sep 17th 2024
Montage Laguna Beach Resort
Laguna Beach, CA

 The 21st Annual Family Office Wealth Conference will be bringing together single-family office executives, family members and expert fund managers to discuss the new, old, and unanswered questions and challenges facing the sector and how you can take full advantage of 2024 and beyond. 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, private market opportunities, family dynamics and governance, climate change and sustainability, biotech, and healthcare, among others.

At the Family Office Wealth Conference, we strive to foster a family-to-family dialogue and provide a space for thoughtful, intellectual discussions.


Become a Sponsor

2024 Advisory Board

Markus Kalina, Managing Director, Atalo Capital (New York, NY)

Ned Brines, Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)

Ron Macleod, Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management (Orange County, CA)

Avinash Sarwal, President, Bikaner Advisors (Montreal, Canada)

Clay Bradley, Vice President, Eno Farms, Inc. (Atlanta, GA)

Kenan Jiang, Partner, Excellent Capital (Irvine, CA)

Paul Hwang, Manager, Fiduciam (Los Angeles, CA)

Bei Saville, Chief Investment Officer, Fingerboard Family Office (New York, NY)

Jordan Stein, Vice President of Investments, Ilitch Family Office (New York, NY)

Sid Malhotra, Chief Investment Officer, Kactus Capital (NY)

Robert Terrell, Director of Investments, Karlin Asset Management (Los Angeles, CA)

Brandon Laughren, Chief Investment Officer, Laughren Group (New York, NY)

Josh Roach, Managing Director, Meritage Group (Greenwich, CT)

Clark Cheng, Chief Investment Officer, Merrimac Corporation (New York, NY)

Kerri Scott, COO, Mt Vernon Investments (Dallas, TX)

Lopa Desai, Managing Director, Niraat (San Francisco, CA)

Clay Drury, Chief Investment Officer, North Star Investments (Lake Forest, IL)

Richard Feldman, Managing Director, Rijo Investment Group (Encino, CA)

Clive Fleissig, President and Co-Founder, Rochester Advisors (Los Angeles, CA)

Brian Horner, Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)

Doug Bryant, President, Settco Management LLC (Pierre Part, LA)

Ben Pierson, Chief Investment Officer, Sherwood Family Office (Madison, NJ)

Tommy Mayes, Executive Advisor, Sungate Capital LLC (Winter Park, FL)

Michelle Clements, Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY)

Fritzi Hallock, Chief Investment Officer, The Greenland Corporation (Baltimore, MD)

Doit Koppler, Managing Director & Treasurer, Third Security LLC (Radford, VA)




Participation is limited to qualified executives. Once a registration request is submitted, 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 becoming an attendee, please contact:
Lauren Feldman
Managing Director, Head of Wealth Management 

For Asset Managers interested in becoming a sponsor, please contact:
Bob Edmunds
Senior Executive Director