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Family Office (West)
June 5-6, 2025
Monarch Beach ResortDana Point, CA

Key Dates

Book Hotel

Wednesday, May 14th

BOOK HERE

Confirm Exhibiting

Confirm by: May 19th
Email hayley.neumann@imn.org to confirm

Attendee List Available

Available: May 22nd

Register Passes

Deadline: May 29th

Please review the below details regarding pass registration.

Exhibitor Information

In this section you will find information regarding exhibitor specific information.

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Shipping to the Event

SHIPPING GUIDELINES:

[Company/Exhibitor Name]

IMN's FOW Forum, June, 4-6 2025

C/O Waldorf Astoria, Monarch Beach Resort & Club

One Monarch Beach Resort

Dana Point, CA 92629

Box ___ of ___

  • Shipments can be received up to 3 days prior to the start of the conference (Monday, June 2nd, 2025)
  • The venue charges Shipping & Handling fees as outlined in the attached form. Please fill out the credit card details on the attached form and email the completed form to Amber McCollam Amber.McCollam@waldorfastoria.com & Haley Calaiacovo Haley.Calaiacovo@waldorfastoria.com.
  • Return Shipping: Please bring pre-printed return shipping labels with you for each of the packages you will be shipping out post-event. You will need to schedule a pickup with your carrier for your items, at minimum 1 day post-event.

Pass Registration

To register your firm and/or client passes, please use the links and action codes provided to you via email from Hayley.neumann@imn.org. If you cannot find this email or your action codes, please email Hayley to have this shared with you.

FIRM PASSES are for members of YOUR COMPANY. If you exceed the allotted number of passes, additional passes can be purchased at a reduced rate of 25% off the standard registration. Please contact your IMN sponsorship coordinator for assistance with additional passes. Any passes submitted incorrectly will be declined and asked to resubmit through the portal.

CLIENT PASSES limited to FAMILY OFFICES, RIAs, INVESTORS, AND FAMILY OFFICE ADVISORY TYPES. All client passes are subject to approval by the IMN team. Please note that the pass is ‘Pending Approval’ until the pass has been approved by the IMN team. No Client Passes will be accepted within 24 hours of the event date. Any qualified client passes submitted after that date will be charged 20% off the standard registration rate. Those individuals with an existing registration are not eligible for client passes.

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Shipping & Handling Form


Key Contact

For any questions regarding your sponsorship please contact Hayley Neumann at Hayley.neumann@imn.org.