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Lido Consulting formed the Southern California Family
Office Directors Association in 1993. In 2001, Lido Consulting
also formed the Palo Alto, California Family Office Directors
Association. These meetings serve as a non-marketing,
protected environment for family office executives and
family members to meet and to share ideas among their
peers. Luncheon meetings are by invitation only and are
open only to qualified family office executives. Meetings
also provide continuing education credits for CPAs. Family
office executives from out of the local area are always
welcome to attend if their travel schedule coincides with
a regularly scheduled meeting.
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 Beverly
Hills, CA Meeting Schedule - 2008 |
| Date |
| 1-17-2008 - Sovereign Private Equity Management |
| 3-20-2008 - Wells Fargo Private Client Services |
| 5-15-2008 - Family Endowment Partners, LP |
| 7-17-2008 - Centennial
Partners |
| 9-18-2008 - Rady
Asset Management, LLC |
| 11-20-2008 - Fidelity Family Office Services |
Beverly Hills, California Meetings (3rd Thursday
of each odd numbered calendar month) Please contact
Lido Consulting for meeting locations, topics and
directions at aozur@lidoconsulting.com. |
| Newport
Beach, CA Meeting Schedule - 2008 |
| Date |
| 1-24-2008 - Credit Suisse Securities LLC |
| 4-24-2008 - Wells Fargo Private Client Services |
| 7-24-2008 - Sovereign Private Equity Management |
| 10-23-2008 - TBD |
Newport Beach, California meetings (3rd Thursday
of each even numbered calendar month). Please contact
Lido Consulting for meeting locations, topics and
directions at aozur@lidoconsulting.com. |
| San
Diego, CA Meeting Schedule - 2008 |
| Date |
| 2-12-2008 - Frontier Market Asset Management, LLC |
| 5-1-2008 - Capital Guardian Trust Company |
| 8-7-2008 - Wells Fargo Private Client Services |
| 11-6-2008 - TBD |
San Diego, California meetings (1st Thursday of each even numbered calendar month). Please contact Lido Consulting for meeting locations, topics and directions at aozur@lidoconsulting.com . |
| Palo
Alto, CA Meeting Schedule - 2008 |
| Date |
| 1-22-2008 - Centennial Partners |
| 4-22-2008 - BNP Paribas |
| 7-22-2008 - Wells Fargo Private Client Services |
| 10-28-2008
- Fidelity Family Office Services |
Palo Alto, California meetings (1st Tuesday of the
even numbered calendar month). Please contact Lido
Consulting for meeting locations, topics and directions
at aozur@lidoconsulting.com. |
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Disclaimer:
Please note that Lido Consulting, Inc. performs
NO investment advisory or securities related business.
Please refer to our affiliate, Lido Advisors, Inc.,
A Registered Investment Advisor for all investment
related activities and appropriate disclosures.
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