Keynote Speakers
About Us
Preserve your legacy and invest in your future
Three days of educational presentations, panel discussions, entertainment, and networking opportunities to help further the conversation of legacy preservation within the family office space. Our highly acclaimed three-day Investment Symposium provides ample opportunity for our family office attendees to discuss the investment outlook for 2020. The Symposium offers you an opportunity to explore a wide range of investment vehicles that are gaining traction among significant family offices and provides you with concrete investment ideas that you may wish to consider as part of your own portfolio. Our event also serves as a platform for Family Offices to discuss their challenges, their success stories, and how to continue their legacy.
Enjoy your stay at the Loews Santa Monica Beach Hotel
Traveling to our conference? Book a room at the Loews Santa Monica Beach Hotel before Thursday, February 19, 2020, to receive the discounted rate of $339 per night. Group rates are available for Tuesday, March 17 through Friday, March 20, 2020. Reference Lido Consulting to redeem this offer.
Hot Topics
Family Office Efficiency Practices
Real Estate
Tax Reform
Succession Planning
Venture Capital
Private Equity
Cannabis
Philanthropy
Insurance
Health Care
Life Settlements
High-Yield Bridge Loans
Much, Much More!