Family Office Wealth Management Forum


Register now for our Fall 2016 Forum!

September 21 – 23, 2016
 Monarch Beach Resort
Newport Beach, CA

The 2015 Family Office Wealth Forum brought together more than 80 family office executives and affluent family members at the exceptionally beautiful Resort at Pelican Hill in Newport Beach, CA

More than 70 single families and organizations collectively joined IIR and Lido Consulting at the event.  Collectively it is estimated that more than $35 billion of investable assets were represented, with about a fourth of the delegates representing families with $1 billion or more in liquid net worth.

Global Trends: Aligning Interests, Practices and Investments for the Right Balance was discussed, along with what were the key issues families must grasp when developing practical views on monetary, tax and fiscal policies, as well as global trends involving demographics and energy within the context of an unstable geopolitical environment.

We addressed how affluent families can contend with the array of issues they must consider in order to mitigate risks and take advantage of opportunities.

The Family Office Wealth Management Forum brought together affluent families to explore these and other important issues to obtain a better understanding of options and solutions for the strategic and tactical investment and operational decisions they must make.