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Real Estate Family Office & Private Wealth West
June 15-16, 2026
Waldorf Astoria Monarch Beach ResortDana Point, CA
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June 16th - Day two - PT (Pacific Time, GMT-08:00)

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June 16th - Day two - PT (Pacific Time, GMT-08:00)
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Showing 2 of 2 Streams
8:00am - 9:00am
Breakfast and registration
8:15am - 9:15am
Family office closed-door: co investing & club deals

How families collaborate, align decisions, and structure joint investments in a private, peer only setting.

  • What co‑investment and club deal models are family offices using today, and what has actually worked in practice?
  • Alignment challenges in group structures — decision‑making protocols, governance expectations, and maintaining cohesion.
  • Peer‑to‑peer lessons learned from past collaborations and what families look for in potential partners before committing capital.
Showing 1 of 1 Streams
9:15am - 10:00am
Succession planning & multi-generational investment strategy
10:00am - 10:45am
Tax-efficient real estate investing for family offices
Showing 1 of 1 Streams
10:45am - 11:15am
Morning networking reception
Showing 1 of 1 Streams
11:15am - 12:00pm
Operationally intensive assets — risk, reward, and manager selection
12:00pm - 12:30pm
How family offices select managers & structure their investments
12:30pm - 12:45pm
Conference concludes
June 15th - Day One
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