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.

Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA
June 5-6, 2025|Monarch Beach Resort, Dana Point, CA

Connecting family offices and real estate investing

Supercharge your real estate portfolio with family office investment, innovation, and strategy.

The forum for your deals and the family office connection.

+

attendees

+

Real estate investment managers

+

Family offices/allocators of capital

+

industry speakers

The agenda is live!

Click here to see the latest sessions and speakers.

Join the decade long forum driving family office deals in real estate

Speaker at the Family Office Forum (West)

Share knowledge. Generate business.

This year, 50+ industry leading panel speakers will take to the stage, including:

  • Ron Diamond, Founder & CEO, Diamond Wealth
  • Kip Kolson, President, Family Wealth Leadership
  • Mark Weinstein, President, Weinstein Family Office
  • David Luo, CEO, Cherng Family Office
  • Laurence Richards, President & CIO, Legacy Road Family Offices
  • Liz Habib, Principal, MPI Family Office
  • Ira Perlmuter, CIO, IJP Family Partners


Dealmaking at Family Office Forum (West)

A plethora of opportunities

We know meaningful connections are key to success, which is why our networking opportunities are tailored to help you expand your network.

Engage in exclusive closed-door discussions, interactive Q&A sessions with speakers, and a variety of focused networking events.

Our AI-driven matchmaking app ensures you never miss an opportunity to connect. Effortlessly meet the right people who can raise your business to new heights.

Networking at Family Office Forum (West)

Expand your business reach

The family office community is meeting. Will you be there? Alongside...

  • Family Offices
  • Wealth managers/financial advisors
  • Consultants
  • Operators
  • RIAs
  • Real Estate fund professionals
  • Private Equity Investors
  • Service Providers to the Industry
Audience at Family Office Forum (West)

Essential insights. Upleveled strategy.

Gain insights you need to inform your strategy. Learn from experts who can guide your next winning move.

Join the forum bringing together Family Offices, private wealth managers, RIAs, accounting firms, law firms and many more to give your 360 guide of family office success in real estate.

From onstage panels to offstage conversations, learn all the need-to-knows from Family Office financing, day to day investment management, concerns, succession planning, tax investments, asset protection, and versatile ways to allocate your wealth.

Where Family Offices team up with real estate power players

Attendees of Family Office Forum (West)

Fuel connections & conversations

From morning coffee, to lunch, and evening cocktails, network with industry peers throughout the conference in the Monarch Beach's picturesque settings.

Closed door discussion at Family Office Forum (West)

Closed door discussions

An exclusive session reserved for Family Offices only to engage in meaningful discussions on the most pressing challenges and opportunities in today's market.

Networking at Family Office Forum (West)

Unmissable meetings

With over four hours of built in program networking, make the most of the opportunity to meet with owners/operators, RIAs, FO peers and more.

Kip Kolson

President

Family Wealth Leadership

The IMN conferences have given our firm several new family clients as well as key strategic relationships. I've met great people because the conferences are well attended and the topics relevant to what the audience wants to hear and see.

Expedite success through sponsorship

Elevate your influence: sponsor the premier real estate family office summit

  • Direct engagement with high-net-worth family office leaders.
  • Targeted lead generation from a curated audience of potential clients.
  • Thought leadership showcase opportunities to establish industry presence.
  • Customized visibility tailored to your specific business goals.

Reach out to Todd Rosenberg at todd.rosenberg@informa.com.

Sponsors at Family Office Forum (West)