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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
8:45am - 9:15am
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.

Showing 1 of 1 Streams
9:15am - 10:00am
Succession planning & multi-generational investment strategy
  • Heath Goldman - President/CEO, ICON Wealth & Legacy Partners
  • DJ Van Keuren - Co-Managing Member, Evergreen
  • Cory Bultinck - Partner, Wipfli
  • Erik Berge - Senior Wealth Strategist, Citizens Private Wealth
10:00am - 10:45am
Tax-efficient real estate investing for family offices
  • Jon Fleming - Executive Vice President, Paramount Property Tax Appeal
  • Cory Bultinck - Partner, Wipfli
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
  • Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
12:30pm - 12:45pm
Conference concludes
June 15th - Day One
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