Join us October 16 and 17, 2017 for the Family Office Association West Coast Retreat.

The Buena Vista Winery promised to be a beautiful backdrop to our Sonoma Valley event with two days of exceptional programming. However, due to the historic wildfires in the area we were forced to move our event to San Francisco. Fidelity Family Office Services stepped in to graciously host the Family Office Association West Coast Retreat at their offices on 100 California Street. Instead of the rustic charm of the winery, we had world-class panoramic views of the city and Bay, in a state-of-the-art facility.Fidelity also graciously hosted our Monday evening reception at One Market.

We are saddened beyond words for those affected by the tragic wildfires and as a community we came together to make several direct and high-impact donations to help the victims of the fire. In addition to our donations, our hearts and prayers go out to everyone in the area.

About the 2017 West Coast Retreat

Join us for an extraordinary gathering in San Francisco, California. Connect, share and learn within this our exclusive and highly-private community of peers. Our agenda combines specialized expertise, proprietary research and resources specific to family offices with opportunities to network with successful families and thought leaders.

Build beneficial relationships while you gain invaluable family office insights in an intimate face-to-face setting at the 2017 Family Office Association West Coast Retreat.

Family Office Association
West Coast Retreat Agenda