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Real Estate Family Office & Private Wealth West

Join the forum bringing together Family Offices, private wealth managers, RIAs, accounting firms, law firms and many more to discuss Family Office financing, day to day investment management, concerns, succession planning, tax investments, asset protection and versatile ways to allocate your wealth.

05 Jun 2025

Hosted by IMN

IMN
Time

8:00 AM – 12:30 PM

Format

in-person

Price

$2,495

Location

Monarch Beach Resort, Dana Point, CA

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