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.
REGISTRATION
Please contact us to inquire about Registration for this event.
FOE WEST IS SPONSORED BY:
HOTEL INFORMATION
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 |
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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. |
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Experience Registration |
| Welcome Reception |
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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 |
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FOE West l The Future of Family Office Conference |
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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 |
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Experience Registration |
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Networking Breakfast |
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FOE West l The Future of Family Office: Conference Agenda |
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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 Philanthropy Investing in Women Sports Panel |
| Lunch |
| Guests will enjoy a relaxing lunch on the stunning terrace with sweeping views of the Pacific Ocean and Catalina Island. |
| Evening |
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Dinner Party (All White Attire) |
| Saturday October 12, 2019 |
| Morning |
| Guests will have free time in the morning to enjoy the Pelican Hill Resort. We recommend enjoying the pool or spa. |
| Afternoon |
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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. |
| Evening |
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Closing FOE Party |
| Sunday October 13, 2019 |
| Guest Check-out and Departures |
REGISTRATION
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.
