FOE West I The Future of Family Office

FOE West I The Future of Family Office

October 10-13, 2019

FOE is thrilled to announce an exclusive invitation to join a private experience on The Future of Family Office with Lorenzo De Medici, Sheila Driscoll, Kojo Annan and Mitzi Perdue, alongside other world renounced speakers at the Pelican Hill Resort in Orange County, California from October 10-13, 2019. A unique experience that connects you with a global group of multi-generational families, professional athletes and entertainers, and the new elite shaping the world of family office.

The evolution of The Family Office is set to continue, with the rise of wealth in sports, technology and entertainment, we expect the influence of this demographic to drive change in the family office sector. Families will learn about investment opportunities and challenges facing their family in 2019 beyond.

We are seeing the family office industry being shaped by the economic, demographic, and generational differences in values among families and heirs to their fortunes. It has never been more critical for shared family values to ensure the successful transfer of generational wealth.

The world is changing and people want to make a difference. Families that are increasingly conscious of how their investments affect society and the environment, will have the opportunity to learn about purpose-led investment opportunities.


Please contact us to inquire about Registration for this event.







This prestigious event will be hosted at the luxurious Pelican Hill Resort & Spa in Orange County, California, from October 10-13, 2019. Perched upon 504 acres of unrivaled coastal beauty, Pelican Hill® is set apart as a world unto itself, offering a perfect retreat for the FOE family and friends. The private Villas and Bungalow Guest Rooms & Suites are elegant, with attentive staff to anticipate your needs at every turn. 

    FOE West I The Future of Family Office
    Thursday October 10, 2019
    Guests Arrival and Check-in
    Experience Hotel: Pelican Hill Resort & Spa
    We have an international group of guests flying in, we ask those arriving early to relax, unwind and enjoy everything Pelican Hill has to offer. 

    Experience Registration
    Guests can collect registration information at Pelican Hill Reception area.

    Welcome Reception

    On Thursday evening our guests will enjoy FOE’s Welcome Reception as a private villa. Guests will be served cocktails and pass hors d’oeuvres, whilst enjoying live music and entertainment. A great opportunity to network, meet old friends and make new ones. 

    Friday October 11, 2019

    FOE West l The Future of Family Office Conference
    Location: Pelican Hill Resort & Spa

    Changing Our Future Conference

    We look forward to welcoming you FOE West l The Future of Family Office conference being hosted at Pelican Hill Resort, with sweeping views of the Pacific Ocean and Catalina Island, on Friday October 12, 2019. The day will start with a networking breakfast, followed by The Future of Family Office sessions, that look at the opportunities and challenges for family offices and investors for the year ahead and beyond. Inclusive of purpose-led investment opportunities that drive positive change. The conference day wraps up with a relaxing lunch on the terrace.

    Changing Our Future - Conference Agenda 

    Experience Registration
    Guests can register outside the conference room during breakfast.

    Networking Breakfast
    Guests will enjoy a hot buffet breakfast. An opportunity to network outside on the stunning terrace ahead of the conference kick off. 

    FOE West l The Future of Family Office: Conference Agenda

    Current Conference topics (as of July)

    Welcome & Opening Remarks

    The Long Term Value of Investing in Purpose-Led Business

    Top Trends Impacting Family Offices

    Investors Perspectives on Purpose-Led Business

    The Rise and Rise of The Family Office

    Changing Our Future Panel

    How is The Shift in Capital Changing Finance & Investing?

    Co-investment & Direct Investment Opportunities

    Geopolitical Risks & Economic challenges

    Impact Investing: Purpose in a Portfolio

    How can Family Offices support the UN Sustainability Goals?

    Investments that Impact the Next Generation

    Start Up Panel

    Real Estate


    Investing in Women

    Sports Panel 

    Guests will enjoy a relaxing lunch on the stunning terrace with sweeping views of the Pacific Ocean and Catalina Island.

    Dinner Party (All White Attire)
    On Friday evening our guests will enjoy one of FOE’s infamous all-white attire dinner parties. A 3-course sharing feast under the stars with torch flames flickering to chill-out music, makes for a perfect setting. The evening will be a great way for guests to relax and unwind after the conference and build upon relationships curated during the Experience.

    Simply arrive looking absolutely fabulous in all-white attire to enjoy a magical evening.

    Saturday October 12, 2019
    Guests will have free time in the morning to enjoy the Pelican Hill Resort. We recommend enjoying the pool or spa.

    Networking Events

    Guests will have the opportunity to enjoy California based experiences. Guests will be served cocktails and snacks whilst catching up in the California sunshine.


    Closing FOE Party 
    We look forward to hosting guests for Our Cayman Closing Party. The evening will be a great opportunity to socialize and network with friends and our FOE community. Whilst enjoying cocktails, fresh cuisine, live music and more.

    Sunday October 13, 2019
    Guest Check-out and Departures


    Please contact us to inquire about Registration for this event.

    FOE provides guests access to private events with an exclusive group of Family Offices, Professional Athletes, UHNWI, and Business Executives.  


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