FOE West

FOE West I The Future of Family Office

Date: To be Determined

FOE is thrilled to announce an exclusive invitation to join a private experience on The Future of Family Office at the Pelican Hill Resort in Orange County, California. 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 2020 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.  

HOTEL INFORMATION 

This prestigious event will be hosted at the luxurious Pelican Hill Resort & Spa in Orange County, California. 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
    Day 1
    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

    Our guests will enjoy FOE’s Welcome Reception. 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. 

    Day 2

    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. 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.

    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

    Welcome & Opening Remarks

    The Next Generation of Family Office

    Top Trends Impacting Family Offices

    Investment Migration: A Growing Impact on Global Wealth

    California Real Estate

    Keynote: Family Office

    Alternative Investment Opportunity

    The Futurist Panel

    Co-investment & Direct Investment Opportunities

    How can Family Offices support the UN Sustainability Goals?

    Creating a Legacy Beyond Sports

    Mitigating Taxes Through Investment

    Keynote: A Focus on Africa

    Future of Financing Panel 

    The Future of Family Office 

    Risk Management: Protecting the Next Generation

    Philanthropy & Giving Back

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

    FOE Impact Gala Dinner

    On Friday evening our guests will enjoy one of our famous FOE Impact Gala Dinner parties. Guests will enjoy a 3-course dinner with music and entertainment, whilst learning how to support the charity of the evening

    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 to enjoy a magical evening. 

    Day 3
    Day

    Guests will have free time to enjoy the Pelican Hill Resort. FOE will be arranging morning activities for guests to connect, see our app for further details. For those looking to relax and have some downtime, we recommend the pool or spa.

    Evening

    Closing FOE Party 
    We look forward to hosting guests for Our FOE Closing Party in a private villa residence. 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.

    Day 4
    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.  

     

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