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.

Family Office Director Association Luncheons & Cocktail Receptions

UPCOMING EVENTS
Beverly Hills, CA – 2017
Newport Beach, CA – 2017 
Palo Alto, CA – 2017

2017 Schedule

BEVERLY HILLS, CA
January 26, 2017 – Cocktail Reception at Polsinelli Offices – Archway, Polsinelli, USI
March 27-29, 2017 – 12th Annual Family Office Investment Symposium, Loews Santa Monica Beach Hotel
May 23, 2017 – 9th Annual Family Office Governance and Real Estate Panel Discussion, InterContinental Hotel, Century City – Essex Asset Mangement, J.P. Morgan Asset Management, Revelstone Capital (Sponsorship Opportunities Available)
July 20, 2017 – Open
September 14, 2017  – Cocktail Reception – Chivaroli Premier Insurance Services (Sponsorship Opportunities Available)
November 9, 2017 – 4th Annual Due Diligence Holiday Luncheon

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

NEWPORT BEACH, CA
July 27, 2017 – Open
October 26, 2017 – Luncheon – Chivaroli Premier Insurance Services (Sponsorship Opportunities Available)

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

PALO ALTO/ SAN FRANCISCO, CA
April 25, 2017 – Luncheon Palo Alto – Krauter & Company
July 25, 2017 – Open
October 24, 2017 – Open

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

Philanthropic Events:

Arthritis Research Foundation, Wednesday, April 5, 2017 – To learn more, click here