This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Family Office (West)
Book Now
Menu
Book

Here's who spoke in 2024

  • Rafael Aregger, Head of Investments US, Empira Group
  • Giorgi Astamadze, Senior Advisor & Business Consultant, The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi
  • Carlos Beckmann, Managing Director, Agave Holdings LLC
  • Jordan Bem, Principal, Arizona Investissements
  • Irwin Boris, Senior Advisor, Heritage Capital Group
  • William Bullock, Division President - Latitude Margaritaville, Minto Communities
  • Cory Bultinck, Partner, Wipfli LLP
  • Austin Carlson, Managing Director, Private Capital, JPI
  • Nick Carr, SVP, Wealth Manager Advisor, Merrill Lynch Wealth Management
  • Cheryl Carr, Partner, Wipfli LLP
  • Leonard Chinchay, Director of Capital Markets, MG Developer
  • Michael Cohen, CIO/Managing Director, Lenox West Capital
  • Russell Deakin, CIO & Managing Partner, Aceana Group (SFO)
  • Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM US LLP
  • Ian Djuric, Founder & CEO, Djuric Family Office
  • Tyler Epps, SVP Originations, American South Capital Partners
  • Steven Fischler, CIO, RMWCJames Fogarty, Managing Director, Real Estate, Macquarie Asset Management
  • Dan Freed, Principal, Business Unit Director US East, Arcadis
  • Greg Friedman, CEO, Peachtree Group
  • Gene Garcia, Principal- Real Estate, RSM US LLP
  • Kevin Goldstein, Managing Director, RMWC
  • Liz Habib, Principal, MPI Family Office
  • Peter Habib, Principal, MPI Family Office
  • William Haddad, Managing Director, Partners Path
  • Doug Hayden, Founder & CEO, Arthroto Industries
  • Kip Kolson, President, Family Wealth Leadership
  • James Korman, Chairman, Korman Family Office
  • Kevin McClusky, CEO, Castle Island Family Office
  • Kevin McGovern, CEO, McGovern Capital
  • Ronald Mis, Managing Director, Cahoon Capital Management
  • Anna Mochkarova, Managing Partner, MSQ Invest
  • Sahil Nandwani, Managing Director, Calafia Group
  • Anthony Nanula, CIO, Sinatra and Company Real Estate
  • Shane Neman, Principal, Neman Ventures
  • Veronica Parellada, CEO & Wealth Advisors, Investment Path Wealth Management
  • Ira Perlmuter, CIO, IJP Family Partners
  • Marc Perusse, President & CEO, E2M Ventures
  • Chris Ragland, Founder & CEO, Ragland Capital
  • Frank Rohde, CEO and Founder, Ownify
  • David Rondeau, Managing Director, Private Family Office
  • Noah Rosenfarb, Tax Strategist to the Half Percent, Freedom Family Office
  • Robert Scribner, RVP, Extended Stay Development
  • Josh Shein, CEO, Trius Lending Partners
  • Raphael Sidelsky, Chief Investment Officer-Real Estate, W5 Group LLC
  • Steven Stuart, Managing Director, Fortress Invesment Group
  • Dave Tanner, Director, US Investments & Lending, CMI Group
  • Christopher Teas, Managing Partner & Co-Founder, Park South Capital
  • Valerie Trapunsky, CEO, ChatterBoss
  • Santiago Ulloa, Founder & Managing Partner, WE Family Offices
  • Michael Valdez, Co-Founder and President, Business Transition Council
  • DJ Van Keuren, Managing Member, Evergreen
  • Zihao Wang, Founder & CEO, Motiva Holdings
  • Ronald Diamond, Chairman & CEO, Diamond Wealth
  • Mark Lecocq, Managing Director, Cypress Equity Investments

Apply to speak