June 15-16, 2026
Waldorf Astoria Monarch Beach ResortDana Point, CAConnect with a national network of family offices
400 industry stakeholders. Unlimited business opportunities.
Who attends?
Connect with 400+ senior decision makers including:
- Family offices
- Wealth managers/HNW financial advisors/consultants
- RIAs
- Real estate fund professionals
- Private equity investors
- Service providers to the industry
A snapshot of who is attending
- Andell Holdings, LLC
- AUM Growth Strategies
- Aven Financial Group
- Bank of America Private Bank
- BNG Wealth Advisors
- Center For Family Wealth LLC
- Cherng Family Office
- City National Bank
- DFPG Investments Inc
- East to West Capital
- Elite Capital & Insurance Services
- Gallagher
- Grupo Ferre Rangel Family Office
- ICON Wealth & Legacy Partners
- Integrated Capital Management
- Irvine Wealth Management
- JP Morgan Private Bank
- JP Morgan Wealth Management
- JRW Investments
- Karas Partners Inc
- Kingsbridge Wealth Management
- LBJ Family Wealth Advisors
- Magnolia Hill Partners
- MDG Consulting Services
- Merrill Lynch Wealth Management
- Ophir Capital Group, LLC
- Pacific Alliance Capital Group
- Panaterra
- RAJ Capital/Bhathal Family Office
- RP Family Office
- Savvy Wealth Advisors
- Stillwater Capital Management
- Summit Equity Management
- Tria Family Office
- UBS Private Wealth Management
- Verda Family Office
- Wells Fargo Advisors
- Wise Management & Financial Services
