This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Family Office (West)
June 5-6, 2025
Monarch Beach ResortDana Point, CA
June 5-6, 2025|Monarch Beach Resort, Dana Point, CA

Connecting family offices and real estate investing

Supercharge your real estate portfolio with family office investment, innovation, and strategy.

The forum for your deals and the family office connection.

+

attendees

+

Real estate investment managers

+

Family offices/allocators of capital

+

industry speakers

Be apart of this decade long forum driving family office deals in real estate

Speaker at the Family Office Forum (West)

Share knowledge. Generate business.

In 2024, 50+ industry leading panel speakers took to the stage, including:

  • Peter Habib, CEO, MPI Family Office
  • Mark Tronstein, Managing Director, Real Estate, Andell Holdings
  • William Haddad, Managing Director, Partners Path
  • Alex Bhathal, Managing Partner, RAJ Capital
  • William Lappas, Managing Principal, Woodbridge Family Office
  • Robert Lang, Head of Commercial Real Estate, RAJ Capital


Dealmaking at Family Office Forum (West)

A plethora of opportunities

We know meaningful connections are key to success, which is why our networking opportunities are tailored to help you expand your network.

Engage in exclusive closed-door discussions, interactive Q&A sessions with speakers, and a variety of focused networking events.

Our AI-driven matchmaking app ensures you never miss an opportunity to connect. Effortlessly meet the right people who can raise your business to new heights.

Networking at Family Office Forum (West)

Expand your business reach

The family office community is meeting. Will you be there? Alongside...

  • Family Offices
  • Wealth managers/financial advisors
  • Consultants
  • Operators
  • RIAs
  • Real Estate fund professionals
  • Private Equity Investors
  • Service Providers to the Industry
Audience at Family Office Forum (West)

Essential insights. Upleveled strategy.

Gain insights you need to inform your strategy. Learn from experts who can guide your next winning move.

Join the forum bringing together Family Offices, private wealth managers, RIAs, accounting firms, law firms and many more to discuss Family Office financing, day to day investment management, concerns, succession planning, tax investments, asset protection and versatile ways to allocate your wealth.

Exclusive networking with high-profile Family Office leaders

Attendees of Family Office Forum (West)

Fuel connections & conversations

From morning coffee, to lunch, and evening cocktails, network with industry peers throughout the conference in the Monarch Beach's picturesque settings.

Closed door discussion at Family Office Forum (West)

Closed door discussions

An exclusive session reserved for Family Offices only to engage in meaningful discussions on the most pressing challenges and opportunities in today's market.

Networking at Family Office Forum (West)

Unmissable meetings

With 4+ hours of built in program networking, make the most of the opportunity to meet with owners/operators, RIAs, FO peers and more.

Maximize exposure. Drive results.

Boost your brand’s visibility and connect with key distressed asset decision-makers.

Whether you're looking to build brand awareness, generate high-quality leads, or showcase your thought leadership, our sponsorship packages offer customized options to align with your business objectives.

Reach out to Todd Rosenberg at todd.rosenberg@informa.com.

Sponsors at Family Office Forum (West)

Kip Kolson

President

Family Wealth Leadership

The IMN conferences have given our firm several new family clients as well as key strategic relationships. I've met great people because the conferences are well attended and the topics relevant to what the audience wants to hear and see.