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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA
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Day Two - 6/6 - PT (Pacific Time, GMT-08:00)

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Day Two - 6/6 - PT (Pacific Time, GMT-08:00)
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Showing 2 of 2 Streams
8:30am - 9:30am
Breakfast & Registration - Exhibit Hall
8:30am - 9:30am
Family Office Closed Door Meeting (Family Offices Only)

Open to family offices, to discuss some of the most relevant issues facing family offices today

  • What are Families Talking About Today?
  • Defensive Strategies in Uncertain Times
  • Engaging the Next Generation of Family Members, wealth transfer
  • What are Family Goals?
  • Who’s Minding the Store? Enrichment and Education
  • Importance of Giving Back - Lead by Example
  • Liz Habib - Principal, MPI Family Office
Showing 1 of 1 Streams
9:30am - 10:15am
Tax Issues, Investment Structures, & Succession Planning Solutions
  • What tax-efficient structures are available to US tax-exempt and Non-US institutional investors and family offices?
  • What are the tax code updates for 2025?
  • What should family offices consider when selecting an asset protection plan?
  • What are the benefits for family offices of using asset protection trusts?
  • How can advisors protect their clients and their assets from fraudulent creditor claims?
  • What should advisors know about state laws around trust and estate planning?
  • How should succession planning of family wealth be approached?
  • Tax Strategy for HNW individuals and families
  • Larry Steinberg - Partner & CIO, Financial Architects
  • Josh Aven - Founder, Aven Financial Group
  • Stefanie Lipson - Partner, Greenberg Glusker
  • Wes Nichols - Founder & CEO, Paramount Tax Appeal
  • Brad Werner - Partner, Wipfli
Showing 1 of 1 Streams
10:15am - 10:40am
Networking Break - Exhibit Hall
Showing 1 of 1 Streams
10:40am - 11:25am
Workforce and Affordable Housing
  • How are local governments incentivizing private investors to meet housing affordability needs? Do these measures negatively impact profits?
  • Define workforce housing. Define Affordable Housing
  • Does this fit under ESG? Why does it? Why doesn’t it?
  • How are collections? Uptick
  • Is there a spread in caprates/valuations in conventional multifamily vs. Big A affordable
  • How are Fannie/Freddie incentivizing affordable housing with their debt programs? What interest rate waivers are you seeing?
  • What is the difference between workforce, middle income and affordable housing?
  • Working with government, non-profits and impact investors
  • Impact of stimulus packages, jobs and income
  • Understanding the relationship with opportunity zones and other tax credit schemes
  • How can affordable housing investments be profitable?
  • David Hood - Senior Managing Director, Sonen Capital
  • Mike Nielson - CEO, West77 Partners
  • Scott Pickett - President, Post Real Estate Group
Showing 1 of 1 Streams
11:25am - 12:10pm
Best Practices in Investing, Opportunities, & ROI for your Family Office
  • Case Studies from recent Investments
  • What do you look for in a manager? What do you look for when considering ROI
  • Geographies of opportunities
  • Gen Z and Millennial Wealth Transfer
  • Successful deals in the past 12 months, why were they successful?
  • Interesting asset classes and what family offices have been looking for
  • Philanthropic efforts
  • Kip Kolson - President, Family Wealth Leadership
  • Laurence Richards - President & CIO, Legacy Road Family Offices
  • Sahil Nandwani - Managing Partner, Calafia Group
  • Ira Perlmuter - Managing Partner, IJP Family Partners
Day One - 6/5
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