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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Waldorf Astoria Monarch Beach ResortDana Point, CA
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Connect with a national network of family offices

400 industry stakeholders. Unlimited business opportunities.

Who attends?

Connect with 400+ senior decision makers including:

  • Family offices
  • Wealth managers/HNW financial advisors/consultants
  • RIAs
  • Real estate fund professionals
  • Private equity investors
  • Service providers to the industry
Graph showing attendees at Family Office Forum (West)
Grow your business

A snapshot of who is attending

  • Ameriprise Financial Services
  • AMG Family Trust
  • Andell Holdings, LLC
  • Ankerstar Wealth
  • Aspen Capital Management
  • Aspirational Wealth Management
  • Avella Private Wealth, LLC
  • AWM Capital
  • Bank of America Private Bank
  • Beacon Capital Distributors Advisors
  • Bernstein Private Wealth Management
  • Blue Sapphire (SFO)
  • BNG Wealth Advisors
  • Brancov Financial Services
  • Breakform Ventures
  • Brownhelm Capital
  • C&R Capital
  • California Retirement Advisors
  • Castle Financial & RE
  • Catal Capital
  • Center for Family Wealth, LLC
  • Chase Bank
  • Cherng Family Trust
  • Citizens Private Bank
  • City National Bank
  • Coastline Wealth Advisory (LPL)
  • Concurrent Wealth Management
  • CORE Advisory Partners
  • Corient
  • Craft Capital Investments
  • Dew Point Capital
  • Dunn Financial, Inc
  • Eagle Strategies
  • Edward Jones
  • Eight Point Capital
  • Elite Capital & Insurance Service
  • Emerson Equity
  • Evig Capital, LLC
  • Faison Wealth Strategy
  • Farther
  • Flatrock Wealth Partners, LLC
  • Fortress Family Network
  • FourStar Wealth Advisors
  • Global Realty Capital LLC
  • Gorban Family Office
  • Gragtmans Family Foundation
  • Grupo Ferre Rangel Family Office
  • GT Investment Management
  • Hillcrest Family Office
  • Horowitz Group
  • IDB Capital
  • Independent Financial Group
  • Integrated Capital Management
  • Integrative Wealth Partners
  • International Private Wealth Advisors (IPWA)
  • J.P. Morgan Wealth Management
  • Jay's Money Secrets
  • JK Financial Services
  • JM Tsai Asset Management
  • JRW Investments
  • Kairos Investment Management Company
  • Karas Partners
  • Kensington Stern
  • Kingsbridge Wealth Management
  • Ligo Partners
  • Lionchase North America
  • Los Angeles County Assessor's Office
  • LPL Financial
  • MAI Capital Management
  • Marathon Capital Management
  • Masters Investment Group, LLC
  • Mercer Advisors
  • Merrill Lynch Wealth Management
  • Middleton Wealth Management
  • Miles Howland & Co. LLC
  • Mission Wealth
  • Morgan Stanley Private Wealth Management
  • Nuveen
  • Pacific Alliance Capital Group
  • Pi Wealth Plan
  • Preferred Capital
  • Quilvest
  • RAJ Capital
  • Raymond James & Associates
  • RBC Wealth Management
  • Rohe Levy Financial and Insurance Services, Inc.
  • SECAP Group
  • Sedai Wealth
  • Silicon Beach Partners
  • SMU Endowment Fund
  • Sporos Wealth Management
  • Stillwater Capital Management
  • StoneRidge PWM
  • Summit Capital Advisors
  • SVCF
  • Syzygy Financial
  • Taxable Wealth
  • Terra Rossa Family Office
  • The Center for Family Wealth
  • The Reserve Investments
  • The Zandbergen Group
  • Tryon and Co.
  • UBS Financial Services
  • Vida Capital
  • Wade & Company
  • Wedbush Securities
  • Weldon Wealth Management
  • Wells Fargo Private Bank
  • WFA
  • Wilson Holding
  • WMBC
  • WT Wealth Management
  • Wtrshd Capital
  • Zenith Investment Management
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Speakers at Family Office Forum (West)
Networking at Family Office Forum (West)
Attendees of Family Office Forum (West)