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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
8:30am - 9:15am
Breakfast and registration
9:00am - 9:30am
Breakfast briefing: Flourishing performance indicators

This interactive session introduces a flourishing‑based framework to help UHNW families steward “more than enough” wealth, align wealth with purpose, and avoid becoming the familiar “shirtsleeves to shirtsleeves” statistic across generational wealth transfer.

  • Cale Dowell - President, Arkos Global
Showing 1 of 1 Streams
9:30am - 10:15am
Succession planning & multi-generational investment strategy
  • Heath Goldman - President/CEO, ICON Wealth & Legacy Partners
  • Erik Berge - Senior Wealth Strategist, Citizens Private Wealth
  • Scott Grimm - Tax Market Leader, BDO
  • Leslie Schaus - Partner, Wipfli
10:15am - 10:45am
Deploying tax‑advantaged capital — opportunity zones and real estate strategies
  • Lee Welborn - Managing Director & Head of Capitalization Advisory, Stout
  • Asheel Shah - Senior Managing Director, Head of Real Estate Development, EJF Capital
  • Justin Evans - 1st Vice President, CIM Group
  • Jeffrey Cicurel - Managing Director, Capital Markets, Jones Lang LaSalle (JLL)
10:45am - 11:15am
Tokenizing real-world assets: The new playbook for family office portfolios
  • Kevin Maloney - CEO, iTrustCapital
  • James Ballengee - CEO, Xela
  • Dean Medwid - CEO, Gro Estate
  • Tyler Ehler - CEO, Tranquil
Showing 1 of 1 Streams
11:15am - 11:30am
Morning networking reception
Showing 1 of 1 Streams
11:30am - 12:00pm
How family offices select managers & structure their investments
  • Kip Kolson - President, Family Wealth Leadership
  • Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
  • Brendan Connaughton - Founder / Managing Partner, Catalyst Private Wealth
  • Brett Brown - Managing Member, Dorado Peak
  • Stephen Wagner - Chief Executive Officer, Integrity Wealth Advisors
12:00pm - 12:15pm
Conference concludes
June 15th - Day One
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