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.

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

EVENT LOCATIONS
Beverly Hills, CA
Newport Beach, CA
Palo Alto, CA

2018 Schedule

BEVERLY HILLS, CA
January 18, 2018 –Luncheon/Cocktail Reception
February 26-28, 2018 –Investment Symposium
May 17, 2018 –Governance
July 19, 2018 –Luncheon/ Cocktail Reception
September 13, 2018 –Women’s Tea
November 19, 2018 –Due Diligence

NEWPORT BEACH, CA

January 23, 2018 –Luncheon/Cocktail Reception
April 24, 2018 –Luncheon/Cocktail Reception
July 24, 2018 –Luncheon/Cocktail Reception
October 23, 2018 –Luncheon/Cocktail Reception

PALO ALTO/SAN FRANCISCO, CA

January 25, 2018 –Luncheon/Cocktail Reception
April 26, 2018 –Luncheon/Cocktail Reception
July 26, 2018 –Luncheon/Cocktail Reception
October 25, 2018 –Luncheon/Cocktail Reception

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 Management, J.P. Morgan Asset Management, Revelstone Capital, Thomas James Capital, Weiss Accountancy Corporation, Empire Manager
September 7, 2017  – Family Office and Alternative Investment Professionals Cocktail Reception, Smith & Cohen – Sponsored by Moss Adams LLP and Winston & Strawn LLP
November 29, 2017 – 4th Annual Due Diligence Holiday Luncheon, InterContinental Hotel, Century City – Sponsored by Capview Partners, Krauter & Company, Hix Snedeker Companies, LLC, GPB Capital Holdings, LLC and Aldea Capital Partners.

NEWPORT BEACH, CA
October 26, 2017 – Luncheon, Fleming’s Prime Steakhouse & Wine Bar  – Sponsored by Sansone Group

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