About the Event

Family Office Association Members are the personal guests of the Tao family for the Family Office Global Investment Private Forum. With speculator views of the ocean, this Newport Beach estate is the perfect background for a relaxed, intimate event for family members and family office executives only. Invited speakers will facilitate frank (non-sales) discussions on relevant topics.

Members meet with peers to discuss investing from the unique perspective of family offices and successful families. Attendees will share innovations and opportunities in a bespoke agenda that focuses on taking family office investing to the next level, from anticipating trends and better sourcing of deals, to leading-edge quants and proprietary deal scoring tools. The spectacular and private setting combined with the exceptional agenda makes this a “can’t miss” event.

Family Office Event Newport Beach view

A private, ocean-front member estate, an intimate peer-to-peer setting and a thought-leading agenda make the 2017 Global Investment Forum a unique and rare event.

Family Office Global Investment
Private Forum Agenda