23rd Annual Family Office Wealth Conference — Institutional Investor | Montage Laguna Beach, 14–16 September 2026

23rd Annual Family Office Wealth Conference — Institutional Investor | Montage Laguna Beach, 14–16 September 2026

14–16 September 2026 · Montage Laguna Beach, Laguna Beach, California · Institutional Investor's West Coast FOWC — the annual Single-Family Office leaders' programme (CIO / academic / strategist-led sessions plus small-group and breakout discussion) · Invite-only, request-to-attend · Organizer-published venue

📍 Laguna Beach, California, United States · 📅 2026-09-14 · Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, CA 92651 (US)

Organizer-published dossier for Institutional Investor's 23rd Annual Family Office Wealth Conference — the West Coast edition of the FOWC series, held 14–16 September 2026 at the Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, California. Institutional Investor states it launched the FOWC series in response to demand from the United States' leading single-family offices (SFOs), to build connectivity and community across SFO teams and peer networks, with sessions led by investment-industry experts, academics, strategists and SFO chief investment officers plus small-group and breakout discussion. The organizer-published 2026 Advisory Board is carried here as an advisory / adjacency signal only — board membership is not evidence of attendance. Public OSINT only; photo-QAA FAIL this cycle, so the dossier ships text + GIS (real venue pin) with no photography and no third-party imagery.

📡 $UM-Radar GIS OSINT Map

Real public venue coordinate · Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, CA 92651, Laguna Beach, California, United States · 33.542, -117.7849 — real OpenStreetMap tiles (no AI / diffusion imagery).

🧑 Public Agenda Speakers (OSINT-verified, confidence HIGH)

Markus KalinaManaging DirectorAtalo CapitalNed BrinesCFA, Chief of Investment StrategyArnel & AffiliatesBei SavilleCFA, CAIA, Chief Investment Officer, TreasuryFingerboard Family Office, AdvanceRon MacleodManaging Partner, Chief Operating Officer, Managing TrusteeBaciu Family Capital and ManagementAvinash SarwalPresidentBikaner AdvisorsAlbert LukDirector of Private InvestmentsBrodie Generational Capital Partners, LLCTerence ThompsonVice President of InvestmentsDF EnterprisesClay BradleyVice PresidentEno FarmsPaul HwangManagerFiduciamErik LandsnessManaging PartnerG Hendley Family PartnersJordan SteinVice President of InvestmentsIlitch Family OfficeSpencer AckerPartnerImagine Holdings LLCSid MalhotraCFA, CFP, Chief Investment OfficerKactus Capital ManagementChristian CantalupoInvestment DirectorKKCG USMatthew UdompholVice PresidentKorenvaes ManagementClark ChengCFA, CAIA, FRM, Chief Investment OfficerMerrimac CorporationGrant JaaxChief Investment OfficerMongo HoldingsLopa DesaiManaging DirectorNiraat Family OfficeClay DruryCFA, CAIA, Chief Investment OfficerNorth Star InvestmentsRichard FeldmanManaging DirectorRIJO Investment GroupBrian HornerInvestment ManagerMotte CapitalMichael CapizziChief Investment OfficerShear Family Office & FoundationTroy SearlesChief Investment OfficerStuller Family OfficeKenan JiangChief Investment OfficerSterry CapitalMichelle ClementsBoard Member, Investment Committee MemberSynergy Trust PartnersDylan WeeningSenior Vice PresidentTalipot InvestmentsFritzi HallockChief Investment OfficerThe Greenland CorporationDoit KopplerChief Investment OfficerThird SecurityThomas KimChief Investment OfficerWasatch Capital, LLC
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