WealthTech
Annual Real Estate Family Office and Private Wealth Management Forum (West)
The Annual Real Estate Family Office and Private Wealth Management Forum is set to take place at the exquisite Monarch Beach Resort in Dana Point, United States, from June 3 to June 4, 2027.
The essentials
Event details
- Dates
- 3 June 2027 to 4 June 2027
- Organiser
- Informa Group PLC
- Expected attendance
- 108
- Industry
- WealthTech
Agenda themes
Topics covered
- Building & Construction
- Real Estate & Property
On stage
Speakers
- Cyril RocoffortSenior VP, Starwood Capital Group
- Asheel ShahSenior Managing Director, Head of Real Estate Development, EJF Capital
- Mark TronsteinSenior Managing Director, Andell Holdings
- Anthony BennettPremier Affordable Housing Fund LLC
- Jonathan TaoCIM Group
- Jeffrey CicurelManaging Director, Capital Markets, Jones Lang LaSalle (JLL)
- Jay KernerChief Executive Officer, U.S. Realty Partners, Inc
- Natalie DoHead of Family Office, Private Client Group, Western Alliance Bank
Logistics
Where to stay
Places to stay near the venue.
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort, Dana Point
The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive, Dana Point
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Annual Real Estate Family Office and Private Wealth Management Forum (West), enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Spot something wrong on this page? Report a correction and we will fix it.