Events

Family Office Director Association Luncheons & Cocktail Receptions

We at Lido Consulting have found that today, family offices more than ever are looking for guidance from both external sources and their peers at other family offices. We have been seeing a very substantial increase in attendance at our various family office events as a result. Our luncheon meetings are designed to provide the opportunity to network and learn from your peers as well as to hear about the latest cutting edge ideas from experts in the area of family office management.

Our Meetings are strictly confidential and by invitation only. No lists of attendees are provided. Meetings are intended solely for the education of attendees and to provide a forum for individuals involved with the management of family offices to network with their peers and to share ideas. In addition, the presentation should qualify for one hour of continuing education credit for CPA’s. If you know anyone that should be invited to the luncheon or have any suggested topics for future meetings please let us know.

Please contact Lido Consulting for meeting locations, topics and directions.

 

2016 Schedule

BEVERLY HILLS, CA | Peninsula Hotel 
January 21, 2016 – Chantico Global & Nano Technology
March 17, 2016 – Capview Partners
June 9, 2016 – 8th Annual Educational Forum & Roundtable
July 21, 2016 – Money360
September 15, 2016 – Archway Technology
November 17, 2016 – 3rd Annual Due Diligence in Wealth Management Forum
Please contact Lido Consulting for meeting locations, topics and directions.

Newport Beach, CA | Pacific Club
January 28, 2016 – BNY Mellon
April 28, 2016 – Archway Technology
July 28, 2016 – Money360
October 27, 2016 – Menlo Equities
Please contact Lido Consulting for meeting locations, topics and directions.

Palo Alto, CA | Garden Court Hotel
April 22, 2016 – Bloomberg L.P. (San Francisco Location)
July 26, 2016 – BlackRock
October 25, 2016 – Archway Technology Partners

Please contact Lido Consulting for meeting locations, topics and directions.